§ 13F · FUND PROFILE
Dorsal Capital Management, LP.
AUM · $3.7B (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$337M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 1.33M | $316M | 11.2% | +39% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 570K | $272M | 9.6% | −21% |
| 3 | FWONK | LIBERTY MEDIA CORP DEL | 2.35M | $224M | 7.9% | +16% |
| 4 | HD | HOME DEPOT INC | 600K | $212M | 7.5% | +20% |
| 5 | LRCX | LAM RESEARCH CORP | 400K | $173M | 6.1% | NEW |
| 6 | SPOT | SPOTIFY TECHNOLOGY S A | 360K | $165M | 5.9% | +71% |
| 7 | BURL | BURLINGTON STORES INC | 500K | $158M | 5.6% | ±0% |
| 8 | SE | SEA LTD | 1.55M | $149M | 5.3% | +17% |
| 9 | PLNT | PLANET FITNESS MASTER ISSUER | 2.77M | $145M | 5.1% | +10% |
| 10 | MSFT | MICROSOFT CORP | 355K | $132M | 4.7% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DORSAL SIGNAL
AC read
Dorsal Capital Management, LP is a Other fund managing $3.7 billion in assets. The fund runs a focused portfolio of just 23 positions.
Read the full dossier →