Dorsal Capital Management, Lp Top Holdings and 13F Report (2025) About Dorsal Capital Management, LpInvestment ActivityDorsal Capital Management, Lp has $3.75 billion in total holdings as of June 30, 2025.Dorsal Capital Management, Lp owns shares of 25 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 7.42% of the portfolio was purchased this quarter.About 9.67% of the portfolio was sold this quarter.This quarter, Dorsal Capital Management, Lp has purchased 24 new stocks and bought additional shares in 9 stocks.Dorsal Capital Management, Lp sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings SEA $455,829,000Planet Fitness $269,898,750Amazon.com $257,783,250Microsoft $248,705,000Taiwan Semiconductor Manufacturing $243,476,750 Largest New Holdings this Quarter 74736K101 - Qorvo $34,388,550 Holding90353T100 - Uber Technologies $23,325,000 Holding433313103 - HINGE HEALTH INC $3,622,500 Holding Largest Purchases this Quarter SEA 350,000 shares (about $55.98M)Home Depot 125,000 shares (about $45.83M)Qorvo 405,000 shares (about $34.39M)Microsoft 65,000 shares (about $32.33M)Uber Technologies 250,000 shares (about $23.33M) Largest Sales this Quarter Amazon.com 425,000 shares (about $93.24M)Wix.com 400,000 shares (about $63.38M)Zillow Group 600,000 shares (about $42.03M)Meta Platforms 45,000 shares (about $33.21M)APPLOVIN CORP 80,000 shares (about $28.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDorsal Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSESEA$455,829,000$55,979,000 ▲14.0%2,850,00012.2%Computer and TechnologyPLNTPlanet Fitness$269,898,750$19,083,750 ▲7.6%2,475,0007.2%Consumer DiscretionaryAMZNAmazon.com$257,783,250$93,240,750 ▼-26.6%1,175,0006.9%Retail/WholesaleMSFTMicrosoft$248,705,000$32,331,650 ▲14.9%500,0006.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$243,476,750$16,986,750 ▲7.5%1,075,0006.5%Computer and TechnologyCPNGCoupang$218,708,000$8,988,000 ▲4.3%7,300,0005.8%Retail/WholesaleUSFDUS Foods$211,777,500$9,626,250 ▼-4.3%2,750,0005.6%Consumer StaplesHDHome Depot$192,486,000$45,830,000 ▲31.3%525,0005.1%Retail/WholesaleBURLBurlington Stores$174,480,000$11,632,000 ▲7.1%750,0004.7%Retail/WholesaleZZillow Group$171,622,500$42,030,000 ▼-19.7%2,450,0004.6%Computer and TechnologyMETAMeta Platforms$169,760,700$33,214,050 ▼-16.4%230,0004.5%Computer and TechnologyWIXWix.com$166,383,000$63,384,000 ▼-27.6%1,050,0004.4%Computer and TechnologyFLUTTER ENTMT PLC$150,024,000$21,432,000 ▲16.7%525,0004.0%SHSADSKAutodesk$131,567,2500.0%425,0003.5%Computer and TechnologyDTDynatrace$118,701,5000.0%2,150,0003.2%Computer and TechnologyMNDYmonday.com$117,930,0000.0%375,0003.1%Computer and TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$114,950,0000.0%1,100,0003.1%Consumer DiscretionarySNSharkNinja$84,141,5000.0%850,0002.2%Retail/WholesaleNTNXNutanix$68,796,0000.0%900,0001.8%Computer and TechnologyPALANTIR TECHNOLOGIES INC$54,528,000$13,632,000 ▼-20.0%400,0001.5%CL AAPPLOVIN CORP$35,008,000$28,006,400 ▼-44.4%100,0000.9%COM CL AQRVOQorvo$34,388,550$34,388,550 ▲New Holding405,0000.9%Computer and TechnologyAAPAdvance Auto Parts$32,543,000$4,649,000 ▲16.7%700,0000.9%Retail/WholesaleUBERUber Technologies$23,325,000$23,325,000 ▲New Holding250,0000.6%Computer and TechnologyHINGE HEALTH INC$3,622,500$3,622,500 ▲New Holding70,0000.1%CL AAVGOBroadcom$0$76,180,650 ▼-100.0%00.0%Computer and TechnologyAURAurora Innovation$0$3,362,500 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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