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Dorsal Capital Management, LP

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13F filer, CIK 1547007, Redwood City, CA

Dorsal Capital Management, LP reported $3,750,435,750 across 26 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 65.05% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003410

Period
2025-06-30
Reported value
$3.75B
Holdings
26
Top 10 weight
65.05%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SEadded+350,000$56M
HDadded+125,000$45.8M
QRVOnew+405,000$34.4M
MSFTadded+65,000$32.3M
FLUTadded+75,000$21.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMZNreduced-425,000-$93.2M
AVGOexited-455,000-$76.2M
WIXreduced-400,000-$63.4M
Zreduced-600,000-$42M
METAreduced-45,000-$33.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003410, largest first. % of portfolio is the value over $3,512,642,750, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000,000 shares; 2024Q4: 1,425,000 shares; 2025Q1: 1,500,000 shares; 2025Q2: 1,850,000 shares 1,850,000$296M8.42%+350,000Timeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950,000 shares; 2024Q4: 2,000,000 shares; 2025Q1: 2,300,000 shares; 2025Q2: 2,475,000 shares 2,475,000$270M7.68%+175,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975,000 shares; 2024Q4: 1,775,000 shares; 2025Q1: 1,600,000 shares; 2025Q2: 1,175,000 shares 1,175,000$258M7.34%-425,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,000 shares; 2024Q4: 495,000 shares; 2025Q1: 435,000 shares; 2025Q2: 500,000 shares 500,000$249M7.08%+65,000Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450,000 shares; 2025Q1: 1,000,000 shares; 2025Q2: 1,075,000 shares 1,075,000$243M6.93%+75,000Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,200,000 shares; 2024Q4: 7,250,000 shares; 2025Q1: 7,000,000 shares; 2025Q2: 7,300,000 shares 7,300,000$219M6.23%+300,000Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500,000 shares; 2024Q4: 3,500,000 shares; 2025Q1: 2,875,000 shares; 2025Q2: 2,750,000 shares 2,750,000$212M6.03%-125,000Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,000 shares; 2024Q4: 325,000 shares; 2025Q1: 400,000 shares; 2025Q2: 525,000 shares 525,000$192M5.48%+125,000Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 515,000 shares; 2025Q1: 700,000 shares; 2025Q2: 750,000 shares 750,000$174M4.97%+50,000Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200,000 shares; 2024Q4: 3,350,000 shares; 2025Q1: 3,050,000 shares; 2025Q2: 2,450,000 shares 2,450,000$172M4.89%-600,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 285,000 shares; 2025Q1: 275,000 shares; 2025Q2: 230,000 shares 230,000$170M4.83%-45,000Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400,000 shares; 2024Q4: 1,425,000 shares; 2025Q1: 1,450,000 shares; 2025Q2: 1,050,000 shares 1,050,000$166M4.74%-400,000Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725,000 shares; 2024Q4: 525,000 shares; 2025Q1: 450,000 shares; 2025Q2: 525,000 shares 525,000$150M4.27%+75,000Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300,000 shares; 2025Q1: 425,000 shares; 2025Q2: 425,000 shares 425,000$132M3.75%0Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200,000 shares; 2024Q4: 2,250,000 shares; 2025Q1: 2,150,000 shares; 2025Q2: 2,150,000 shares 2,150,000$119M3.38%0Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 375,000 shares; 2025Q2: 375,000 shares 375,000$118M3.36%0Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,000 shares; 2024Q4: 1,100,000 shares; 2025Q1: 1,100,000 shares; 2025Q2: 1,100,000 shares 1,100,000$115M3.27%0Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 164,494 shares; 2025Q1: 850,000 shares; 2025Q2: 850,000 shares 850,000$84.1M2.4%0Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900,000 shares; 2025Q2: 900,000 shares 900,000$68.8M1.96%0Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,000 shares; 2025Q2: 100,000 shares 100,000$35M1%-80,000Timeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405,000 shares 405,000$34.4M0.98%newTimeline
AAPADVANCE AUTO PARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,000 shares; 2024Q4: 585,000 shares; 2025Q1: 600,000 shares; 2025Q2: 700,000 shares 700,000$32.5M0.93%+100,000Timeline
HNGEHINGE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,000 shares 70,000$3.62M0.1%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SESEA LTD SPONSORD ADScall1,000,000$160M0
PLTRPALANTIR TECHNOLOGIES INC COMput400,000$54.5M-100,000
UBERUBER TECHNOLOGIES INC COMput250,000$23.3Mnew

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AVGOBROADCOM INC455,000$76.2Mshares
AURAURORA INNOVATION INC500,000$3.36Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-003410 base2025-08-14acceptance time not in the bulk data set