13F-HR filed by Dorsal Capital Management, LP
Dorsal Capital Management, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 22 holding rows worth $2,877,149,350.
- Accession
- 0001172661-26-000862
- Filer
- CIK 1547007
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 22 entries on the cover page, a total value of $2,877,149,350 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,877,149,350 with VALUE read as dollars as filed, 13F file number 028-14931. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 2,750,000 | $298,292,500 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 925,000 | $281,098,250 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 540,000 | $261,154,800 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 2,925,000 | $199,543,500 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 500,000 | $172,050,000 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 7,250,000 | $171,027,500 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 1,550,000 | $161,029,500 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 725,000 | $155,904,000 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 220,000 | $145,219,800 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 475,000 | $137,203,750 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 1,075,000 | $137,137,750 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 400,000 | $118,404,000 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 1,000,000 | $111,900,000 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 1,125,000 | $110,823,750 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 1,600,000 | $82,704,000 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 550,000 | $78,232,000 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 100,000 | $67,382,000 | dollars as filed | |
| NEXSTAR MEDIA GROUP INC COMMON STOCK | 65336K103 | Stock | 325,000 | $65,991,250 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 425,000 | $62,713,000 | dollars as filed | |
| ADVANCE AUTO PARTS INC | 00751Y106 | COM | 700,000 | $27,510,000 | dollars as filed | |
| CAL MAINE FOODS INC COM NEW | 128030202 | Stock | 300,000 | $23,871,000 | dollars as filed | call |
| CAL MAINE FOODS INC COM NEW | 128030202 | Stock | 100,000 | $7,957,000 | dollars as filed | put |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-000862 | this filing | 2026-02-17 | acceptance time not in the bulk data set |