Dorsal Capital Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WIX COM LTD | 1,050,000 | 1,575,000 | +525,000 | 166,383,000 | 279,767,250 | 7.56% | +113,384,250 |
| NEXSTAR MEDIA GROUP INC(NXST) | 0 | 375,000 | +375,000 | 0 | 74,152,500 | 2.00% | +74,152,500 |
| QORVO INC(QRVO) | 405,000 | 1,000,000 | +595,000 | 34,388,550 | 91,080,000 | 2.46% | +56,691,450 |
| INNODATA INC(INOD)(Put) | 0 | 600,000 | +600,000 | 0 | 46,242,000 | — | +46,242,000 |
| ZILLOW GROUP INC(Z) | 2,450,000 | 2,681,250 | +231,250 | 171,622,500 | 206,590,313 | 5.58% | +34,967,813 |
| NUTANIX INC(NTNX) | 900,000 | 1,350,000 | +450,000 | 68,796,000 | 100,426,500 | 2.71% | +31,630,500 |
| APPLOVIN CORP(APP) | 100,000 | 90,000 | -10,000 | 35,008,000 | 64,668,600 | 1.75% | +29,660,600 |
| BURLINGTON STORES INC(BURL) | 750,000 | 800,000 | +50,000 | 174,480,000 | 203,600,000 | 5.50% | +29,120,000 |
| SHARKNINJA INC(SN) | 850,000 | 975,000 | +125,000 | 84,141,500 | 100,571,250 | 2.72% | +16,429,750 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 1,075,000 | 925,000 | -150,000 | 243,476,750 | 258,343,250 | 6.98% | +14,866,500 |
| AUTODESK INC | 425,000 | 450,000 | +25,000 | 131,567,250 | 142,951,500 | 3.86% | +11,384,250 |
| ADVANCE AUTO PARTS INC(AAP) | 700,000 | 700,000 | 0 | 32,543,000 | 42,980,000 | 1.16% | +10,437,000 |
| COUPANG INC(CPNG) | 7,300,000 | 7,000,000 | -300,000 | 218,708,000 | 225,400,000 | 6.09% | +6,692,000 |
| META PLATFORMS INC(META) | 230,000 | 240,000 | +10,000 | 169,760,700 | 176,251,200 | 4.76% | +6,490,500 |
| LIBERTY MEDIA CORP DEL(FWONA) | 1,100,000 | 1,125,000 | +25,000 | 114,950,000 | 117,506,250 | 3.18% | +2,556,250 |
| HOME DEPOT INC(HD) | 525,000 | 475,000 | -50,000 | 192,486,000 | 192,465,250 | 5.20% | -20,750 |
| HINGE HEALTH INC(HNGE) | 70,000 | 0 | -70,000 | 3,622,500 | 0 | — | -3,622,500 |
| SEA LTD(SE) | 1,850,000 | 1,625,000 | -225,000 | 295,889,000 | 290,436,250 | 7.85% | -5,452,750 |
| MICROSOFT CORP(MSFT) | 500,000 | 445,000 | -55,000 | 248,705,000 | 230,487,750 | 6.23% | -18,217,250 |
| US FOODS HLDG CORP(USFD) | 2,750,000 | 2,525,000 | -225,000 | 211,777,500 | 193,465,500 | 5.23% | -18,312,000 |
| DYNATRACE INC(DT) | 2,150,000 | 2,000,000 | -150,000 | 118,701,500 | 96,900,000 | 2.62% | -21,801,500 |
| UBER TECHNOLOGIES INC(UBER)(Put) | 250,000 | 0 | -250,000 | 23,325,000 | 0 | — | -23,325,000 |
| PLANET FITNESS INC(PLNT) | 2,475,000 | 2,325,000 | -150,000 | 269,898,750 | 241,335,000 | 6.52% | -28,563,750 |
| MONDAY COM LTD | 375,000 | 425,000 | +50,000 | 117,930,000 | 82,318,250 | 2.22% | -35,611,750 |
| FLUTTER ENTMT PLC(FLUT) | 525,000 | 400,000 | -125,000 | 150,024,000 | 101,600,000 | 2.75% | -48,424,000 |
| PALANTIR TECHNOLOGIES INC(PLTR)(Put) | 400,000 | 0 | -400,000 | 54,528,000 | 0 | — | -54,528,000 |
| AMAZON COM INC(AMZN) | 1,175,000 | 850,000 | -325,000 | 257,783,250 | 186,634,500 | 5.04% | -71,148,750 |
| SEA LTD(SE)(Call) | 1,000,000 | 0 | -1,000,000 | 159,940,000 | 0 | — | -159,940,000 |