Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Dorsal Capital Management, LP (CIK 1547007) reported $2.57B across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($245.0M, 9.52%), AMZN ($197.9M, 7.69%), PLNT ($187.8M, 7.30%), FWONK ($172.2M, 6.69%), HD ($164.4M, 6.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $245.0M | 9.52% | 725,000 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $197.9M | 7.69% | 950,001 | New |
| 3 | PLNT | PLANET FITNESS MASTER ISSUER | $187.8M | 7.30% | 2.5M | Trimmed |
| 4 | FWONK | LIBERTY MEDIA CORP DEL | $172.2M | 6.69% | 2.0M | Added |
| 5 | HD | HOME DEPOT INC | $164.4M | 6.39% | 500,000 | Hold |
| 6 | BURL | BURLINGTON STORES INC | $162.7M | 6.32% | 500,000 | Added |
| 7 | CPNG | COUPANG INC | $149.2M | 5.80% | 7.9M | Added |
| 8 | META | META PLATFORMS INC | $120.1M | 4.67% | 210,000 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $116.6M | 4.53% | 315,000 | Trimmed |
| 10 | SE | SEA LTD | $109.7M | 4.27% | 1.3M | Added |
| 11 | SN | SHARKNINJA INC | $105.9M | 4.12% | 1.0M | Hold |
| 12 | SPOT | SPOTIFY TECHNOLOGY S A | $101.8M | 3.96% | 210,000 | New |
| 13 | Z | ZILLOW GROUP INC | $101.4M | 3.94% | 2.5M | Trimmed |
| 14 | TWLO | TWILIO INC | $88.1M | 3.42% | 700,000 | Added |
| 15 | ADSK | AUTODESK INC | $83.8M | 3.26% | 350,000 | Trimmed |
| 16 | SMTC | SEMTECH CORP | $61.5M | 2.39% | 800,000 | New |
| 17 | FROG | JFROG LTD | $54.0M | 2.10% | 1.1M | New |
| 18 | MRVL | MARVELL TECHNOLOGY INC | $49.5M | 1.93% | 500,000 | New |
| 19 | NTNX | NUTANIX INC | $49.4M | 1.92% | 1.3M | Trimmed |
| 20 | NXST | NEXSTAR MEDIA GROUP INC | $45.2M | 1.76% | 250,000 | Trimmed |
| 21 | SATS | ECHOSTAR CORP | $41.0M | 1.59% | 350,000 | New |
| 22 | VFC | V F CORP | $40.8M | 1.58% | 2.4M | New |
| 23 | AAP | ADVANCE AUTO PARTS INC | $36.9M | 1.44% | 700,000 | Hold |
| 24 | WIX | WIX COM LTD | $31.5M | 1.23% | 350,000 | Trimmed |
| 25 | APP | APPLOVIN CORP | $29.9M | 1.16% | 75,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31