account_balance
Investment manager · 13F filer · SEC CIK 1547007
Dorsal Capital Management, LP
Reported value$2.78Bas of Jun 30, 2026
Positions22 5 new, 8 sold out
Top 10 weight70.0%AMZN alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon Com Inc
11.4%Added +39%
TSMTaiwan Semiconductor Manufac
9.8%Trimmed −21%
FWONKLiberty Media Corp
8.0%Added +16%
HDHome Depot Inc
7.6%Added +20%
LRCXLam Research Corp
6.2%New
SPOTSpotify Technology S A
5.9%Added +71%
BURLBurlington Stores Inc
5.7%
SESea Ltd
5.3%Added +17%
PLNTPlanet Fitness Master Issuer
5.2%Added +10%
MSFTMicrosoft Corp
4.8%Added +13%
CPNGCoupang Inc
4.7%Trimmed −5%
METAMeta Platforms Inc
4.5%Added +5%
AMZNAmazon Com Inc
11.4%Added +39%
TSMTaiwan Semiconductor Manufac
9.8%Trimmed −21%
FWONKLiberty Media Corp
8.0%Added +16%
HDHome Depot Inc
7.6%Added +20%
LRCXLam Research Corp
6.2%New
SPOT5.9%BURL5.7%SE5.3%PLNT5.2%MSFT4.8%CPNG4.7%META4.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMZN Amazon Com Inc 11.4% Added +39%TSM Taiwan Semiconductor Manufac 9.8% Trimmed −21%FWONK Liberty Media Corp 8.0% Added +16%HD Home Depot Inc 7.6% Added +20%LRCX Lam Research Corp 6.2% NewSPOT Spotify Technology S A 5.9% Added +71%BURL Burlington Stores Inc 5.7% HeldSE Sea Ltd 5.3% Added +17%PLNT Planet Fitness Master Issuer 5.2% Added +10%MSFT Microsoft Corp 4.8% Added +13%CPNG Coupang Inc 4.7% Trimmed −5%META Meta Platforms Inc 4.5% Added +5%
What changed