Dorsal Capital Management, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$4.2T
Holdings
25
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 1,775,000 | $389.4B | 9.20% | |
| 2 | NDQINVESCO QQQ TR | 750,000 | $383.4B | 9.06% | Put |
| 3 | AAPLAPPLE INC | 1,500,000 | $375.6B | 8.88% | Put |
| 4 | WIXWIX COM LTD | 1,425,000 | $305.7B | 7.22% | |
| 5 | ZZILLOW GROUP INC | 3,350,000 | $248.1B | 5.86% | |
| 6 | USFDUS FOODS HLDG CORP | 3,500,000 | $236.1B | 5.58% | |
| 7 | SESEA LTD | 2,125,000 | $225.5B | 5.33% | Call |
| 8 | MSFTMICROSOFT CORP | 495,000 | $208.6B | 4.93% | |
| 9 | PLNTPLANET FITNESS INC | 2,000,000 | $197.7B | 4.67% | |
| 10 | METAMETA PLATFORMS INC | 285,000 | $166.9B | 3.94% | |
| 11 | CPNGCOUPANG INC | 7,250,000 | $159.4B | 3.77% | |
| 12 | BURLBURLINGTON STORES INC | 515,000 | $146.8B | 3.47% | |
| 13 | FLUTFLUTTER ENTMT PLC | 525,000 | $135.7B | 3.21% | |
| 14 | HDHOME DEPOT INC | 325,000 | $126.4B | 2.99% | |
| 15 | DTDYNATRACE INC | 2,250,000 | $122.3B | 2.89% | |
| 16 | HUBSHUBSPOT INC | 160,000 | $111.5B | 2.63% | |
| 17 | QSRRESTAURANT BRANDS INTL INC | 1,700,000 | $110.8B | 2.62% | |
| 18 | FWONALIBERTY MEDIA CORP DEL | 1,100,000 | $101.9B | 2.41% | |
| 19 | AVGOBROADCOM INC | 400,000 | $92.7B | 2.19% | |
| 20 | APHAMPHENOL CORP NEW | 1,300,000 | $90.3B | 2.13% | |
| 21 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 450,000 | $88.9B | 2.10% | |
| 22 | ADSKAUTODESK INC | 300,000 | $88.7B | 2.10% | |
| 23 | PLTRPALANTIR TECHNOLOGIES INC | 1,000,000 | $75.6B | 1.79% | Put |
| 24 | AWNADVANCE AUTO PARTS INC | 585,000 | $27.7B | 0.65% | |
| 25 | SNSHARKNINJA INC | 164,494 | $16.0B | 0.38% |