Fund HoldingsDorsal Capital Management, LP

Total Portfolio Value
$2.82B
Total Bought
$766.38M
Total Sold
$584.19M
Net Transaction
+$182.19M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
LAM RESEARCH CORP(LRCX)0400,000+400,0000173,3326.14%+173,332
AMAZON COM INC(AMZN)950,0011,325,001+375,000197,857315,80111.18%+117,944
OKTA INC(OKTA)0600,000+600,000081,8702.90%+81,870
SPOTIFY TECHNOLOGY S A(SPOT)210,000360,000+150,000101,831165,2875.85%+63,456
LIBERTY MEDIA CORP DEL(FWONA)2,025,0002,350,000+325,000172,166223,5797.92%+51,414
HOME DEPOT INC(HD)500,000600,000+100,000164,445211,6087.49%+47,163
SEA LTD(SE)1,325,0001,550,000+225,000109,723148,5375.26%+38,813
COUPANG INC(CPNG)(Call)02,000,000+2,000,000034,740+34,740
SOUTHWEST AIRLS CO(LUV)0650,000+650,000033,4231.18%+33,423
US FOODS HLDG CORP(USFD)0300,000+300,000030,6751.09%+30,675
SEMTECH CORP(SMTC)800,000550,000-250,00061,51289,0183.15%+27,506
TAIWAN SEMICONDUCTOR MANUFAC(TSM)725,000570,000-155,000245,014272,2159.64%+27,201
JFROG LTD(FROG)1,150,000875,000-275,00053,97079,5202.82%+25,551
MICROSOFT CORP(MSFT)315,000355,000+40,000116,604132,4224.69%+15,819
V F CORP(VFC)2,400,0003,250,000+850,00040,77654,2101.92%+13,434
RED CAT HLDGS INC(RCAT)(Call)01,000,000+1,000,000010,650+10,650
SPACE EXPLORATION TECHN CORP040,000+40,00006,8340.24%+6,834
META PLATFORMS INC(META)210,000220,000+10,000120,147123,9244.39%+3,777
NEXSTAR MEDIA GROUP INC(NXST)250,000250,000045,20844,6481.58%-560
BURLINGTON STORES INC(BURL)500,000500,0000162,690158,4005.61%-4,290
TWILIO INC(TWLO)700,000400,000-300,00088,07482,5322.92%-5,542
CAL MAINE FOODS INC(CALM)(Put)100,0000-100,0007,9150-7,915
STATE STR SPDR S&P 500 ETF T(SPY)28,3700-28,37018,4500-18,450
COUPANG INC(CPNG)7,900,0007,500,000-400,000149,152130,2754.61%-18,877
SHARKNINJA INC(SN)1,000,000500,000-500,000105,90076,1352.70%-29,765
APPLOVIN CORP(APP)75,0000-75,00029,8500-29,850
WIX COM LTD
SHS
350,0000-350,00031,5250-31,524
ADVANCE AUTO PARTS INC(AAP)700,0000-700,00036,9250-36,925
ECHOSTAR CORP(ECHO)350,0000-350,00040,9750-40,974
PLANET FITNESS MASTER ISSUER(PLNT)2,525,0002,775,000+250,000187,810144,7725.13%-43,038
NUTANIX INC(NTNX)1,300,0000-1,300,00049,4130-49,413
MARVELL TECHNOLOGY INC(MRVL)(Call)500,0000-500,00049,5250-49,525
AUTODESK INC350,0000-350,00083,7900-83,790
ZILLOW GROUP INC(Z)2,450,0000-2,450,000101,3810-101,381
Page 1 of 1