13F-HR filed by Dorsal Capital Management, LP
Dorsal Capital Management, LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 24 holding rows worth $2,824,404,988.
- Accession
- 0001172661-26-003525
- Filer
- CIK 1547007
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 24 entries on the cover page, a total value of $2,824,404,988 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,824,404,988 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 |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 1,325,001 | $315,800,738 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 570,000 | $272,214,900 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 2,350,000 | $223,579,000 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 600,000 | $211,608,000 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 400,000 | $173,332,000 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 360,000 | $165,286,800 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 500,000 | $158,400,000 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 1,550,000 | $148,536,500 | dollars as filed | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 2,775,000 | $144,771,750 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 355,000 | $132,422,100 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 7,500,000 | $130,275,000 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 220,000 | $123,923,800 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 550,000 | $89,017,500 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 400,000 | $82,532,000 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 600,000 | $81,870,000 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 875,000 | $79,520,000 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 500,000 | $76,135,000 | dollars as filed | |
| V F CORP COM | 918204108 | Stock | 3,250,000 | $54,210,000 | dollars as filed | |
| NEXSTAR MEDIA GROUP INC COMMON STOCK | 65336K103 | Stock | 250,000 | $44,647,500 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 2,000,000 | $34,740,000 | dollars as filed | call |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 650,000 | $33,423,000 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 300,000 | $30,675,000 | dollars as filed | |
| RED CAT HLDGS INC | 75644T100 | COM | 1,000,000 | $10,650,000 | dollars as filed | call |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 40,000 | $6,834,400 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-003525 | this filing | 2026-08-14 | acceptance time not in the bulk data set |