§ 13F · FUND PROFILE
Dorsal Capital Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 22Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2877.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PLNT | PLANET FITNESS INC | 2.75M | $298.3T | 10.4% | NEW |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 925K | $281.1T | 9.8% | NEW |
| 3 | MSFT | MICROSOFT CORP | 540K | $261.2T | 9.1% | NEW |
| 4 | Z | ZILLOW GROUP INC | 2.92M | $199.5T | 6.9% | NEW |
| 5 | HD | HOME DEPOT INC | 500K | $172.1T | 6.0% | NEW |
| 6 | CPNG | COUPANG INC | 7.25M | $171.0T | 5.9% | NEW |
| 7 | WIX | WIX COM LTD | 1.55M | $161.0T | 5.6% | NEW |
| 8 | FLUT | FLUTTER ENTMT PLC | 725K | $155.9T | 5.4% | NEW |
| 9 | META | META PLATFORMS INC | 220K | $145.2T | 5.0% | NEW |
| 10 | BURL | BURLINGTON STORES INC | 475K | $137.2T | 4.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DORSAL SIGNAL
AC read
Dorsal Capital Management, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed