Filer Name: DORSAL CAPITAL MANAGEMENT, LP
CIK: 1547007
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 26
Portfolio Value: $4.23B

Dorsal Capital Management, Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AMZN US AMAZON.COM INC 1,775,000 $389M 9.20% -10.1% -
QQQ US INVESCO QQQ TRUST SERIES 1 750,000 $383M 9.06% 100.0% Put
AAPL US APPLE INC 1,500,000 $376M 8.88% 100.0% Put
WIX US WIX.COM LTD 1,425,000 $306M 7.22% 1.8% -
Z US ZILLOW GROUP INC - C 3,350,000 $248M 5.86% 4.7% -
USFD US US FOODS HOLDING CORP 3,500,000 $236M 5.58% -22.2% -
MSFT US MICROSOFT CORP 495,000 $209M 4.93% 16.5% -
PLNT US PLANET FITNESS INC - CL A 2,000,000 $198M 4.67% -32.2% -
META US META PLATFORMS INC-CLASS A 285,000 $167M 3.94% -28.8% -
CPNG US COUPANG INC 7,250,000 $159M 3.77% 0.7% -
SE US SEA LTD-ADR 1,425,000 $151M 3.57% 40.0% -
BURL US BURLINGTON STORES INC 515,000 $147M 3.47% 28.8% -
FLUT US FLUTTER ENTERTAINMENT PLC-DI 525,000 $136M 3.21% -27.6% -
HD US HOME DEPOT INC 325,000 $126M 2.99% -7.1% -
DT US DYNATRACE INC 2,250,000 $122M 2.89% 2.3% -
HUBS US HUBSPOT INC 160,000 $111M 2.63% 6.7% -
QSR US RESTAURANT BRANDS INTERN 1,700,000 $111M 2.62% -10.5% -
FWONK US LIBERTY MEDIA CORP-LIB-NEW-C 1,100,000 $102M 2.41% 22.2% -
AVGO US BROADCOM INC 400,000 $93M 2.19% -46.7% -
APH US AMPHENOL CORP-CL A 1,300,000 $90M 2.13% -23.5% -
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