Dorsal Capital Management, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$2.9B
Holdings
21
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLNTPLANET FITNESS INC | 2,750,000 | $298.3M | 10.37% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 925,000 | $281.1M | 9.77% | |
| 3 | MSFTMICROSOFT CORP | 540,000 | $261.2M | 9.08% | |
| 4 | ZZILLOW GROUP INC | 2,925,000 | $199.5M | 6.94% | |
| 5 | HDHOME DEPOT INC | 500,000 | $172.1M | 5.98% | |
| 6 | CPNGCOUPANG INC | 7,250,000 | $171.0M | 5.94% | |
| 7 | WIXWIX COM LTD | 1,550,000 | $161.0M | 5.60% | |
| 8 | FLUTFLUTTER ENTMT PLC | 725,000 | $155.9M | 5.42% | |
| 9 | METAMETA PLATFORMS INC | 220,000 | $145.2M | 5.05% | |
| 10 | BURLBURLINGTON STORES INC | 475,000 | $137.2M | 4.77% | |
| 11 | SESEA LTD | 1,075,000 | $137.1M | 4.77% | |
| 12 | ADSKAUTODESK INC | 400,000 | $118.4M | 4.12% | |
| 13 | SNSHARKNINJA INC | 1,000,000 | $111.9M | 3.89% | |
| 14 | FWONALIBERTY MEDIA CORP DEL | 1,125,000 | $110.8M | 3.85% | |
| 15 | NTNXNUTANIX INC | 1,600,000 | $82.7M | 2.87% | |
| 16 | TWLOTWILIO INC | 550,000 | $78.2M | 2.72% | |
| 17 | APPAPPLOVIN CORP | 100,000 | $67.4M | 2.34% | |
| 18 | NXSTNEXSTAR MEDIA GROUP INC | 325,000 | $66.0M | 2.29% | |
| 19 | MNDYMONDAY COM LTD | 425,000 | $62.7M | 2.18% | |
| 20 | CALMCAL MAINE FOODS INC | 400,000 | $31.8M | 1.11% | Put |
| 21 | AWNADVANCE AUTO PARTS INC | 700,000 | $27.5M | 0.96% |