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Dorsal Capital Management, LP

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13F filer, CIK 1547007, Redwood City, CA

Dorsal Capital Management, LP reported $2,572,624,804 across 27 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 64.63% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002068

Period
2026-03-31
Reported value
$2.57B
Holdings
27
Top 10 weight
64.63%
New
8
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNnew+950,001$198M
SPOTnew+210,000$102M
FWONKadded+900,000$76.5M
SMTCnew+800,000$61.5M
FROGnew+1,150,000$54M

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
FLUTexited-725,000-$156M
WIXreduced-1,200,000-$108M
MSFTreduced-225,000-$83.3M
TSMreduced-200,000-$67.6M
MNDYexited-425,000-$62.7M

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002068, largest first. % of portfolio is the value over $2,515,184,804, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450,000 shares; 2025Q1: 1,000,000 shares; 2025Q2: 1,075,000 shares; 2025Q3: 925,000 shares; 2025Q4: 925,000 shares; 2026Q1: 725,000 shares 725,000$245M9.74%-200,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,975,000 shares; 2024Q4: 1,775,000 shares; 2025Q1: 1,600,000 shares; 2025Q2: 1,175,000 shares; 2025Q3: 850,000 shares; 2025Q4: not reported; 2026Q1: 950,001 shares 950,001$198M7.87%newTimeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,950,000 shares; 2024Q4: 2,000,000 shares; 2025Q1: 2,300,000 shares; 2025Q2: 2,475,000 shares; 2025Q3: 2,325,000 shares; 2025Q4: 2,750,000 shares; 2026Q1: 2,525,000 shares 2,525,000$188M7.47%-225,000Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900,000 shares; 2024Q4: 1,100,000 shares; 2025Q1: 1,100,000 shares; 2025Q2: 1,100,000 shares; 2025Q3: 1,125,000 shares; 2025Q4: 1,125,000 shares; 2026Q1: 2,025,000 shares 2,025,000$172M6.85%+900,000Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,000 shares; 2024Q4: 325,000 shares; 2025Q1: 400,000 shares; 2025Q2: 525,000 shares; 2025Q3: 475,000 shares; 2025Q4: 500,000 shares; 2026Q1: 500,000 shares 500,000$164M6.54%0Timeline
BURLBURLINGTON STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 515,000 shares; 2025Q1: 700,000 shares; 2025Q2: 750,000 shares; 2025Q3: 800,000 shares; 2025Q4: 475,000 shares; 2026Q1: 500,000 shares 500,000$163M6.47%+25,000Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,200,000 shares; 2024Q4: 7,250,000 shares; 2025Q1: 7,000,000 shares; 2025Q2: 7,300,000 shares; 2025Q3: 7,000,000 shares; 2025Q4: 7,250,000 shares; 2026Q1: 7,900,000 shares 7,900,000$149M5.93%+650,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 285,000 shares; 2025Q1: 275,000 shares; 2025Q2: 230,000 shares; 2025Q3: 240,000 shares; 2025Q4: 220,000 shares; 2026Q1: 210,000 shares 210,000$120M4.78%-10,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,000 shares; 2024Q4: 495,000 shares; 2025Q1: 435,000 shares; 2025Q2: 500,000 shares; 2025Q3: 445,000 shares; 2025Q4: 540,000 shares; 2026Q1: 315,000 shares 315,000$117M4.64%-225,000Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000,000 shares; 2024Q4: 1,425,000 shares; 2025Q1: 1,500,000 shares; 2025Q2: 1,850,000 shares; 2025Q3: 1,625,000 shares; 2025Q4: 1,075,000 shares; 2026Q1: 1,325,000 shares 1,325,000$110M4.36%+250,000Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 164,494 shares; 2025Q1: 850,000 shares; 2025Q2: 850,000 shares; 2025Q3: 975,000 shares; 2025Q4: 1,000,000 shares; 2026Q1: 1,000,000 shares 1,000,000$106M4.21%0Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210,000 shares 210,000$102M4.05%newTimeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200,000 shares; 2024Q4: 3,350,000 shares; 2025Q1: 3,050,000 shares; 2025Q2: 2,450,000 shares; 2025Q3: 2,681,250 shares; 2025Q4: 2,925,000 shares; 2026Q1: 2,450,000 shares 2,450,000$101M4.03%-475,000Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550,000 shares; 2026Q1: 700,000 shares 700,000$88.1M3.5%+150,000Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300,000 shares; 2025Q1: 425,000 shares; 2025Q2: 425,000 shares; 2025Q3: 450,000 shares; 2025Q4: 400,000 shares; 2026Q1: 350,000 shares 350,000$83.8M3.33%-50,000Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800,000 shares 800,000$61.5M2.45%newTimeline
FROGJFROG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,150,000 shares 1,150,000$54M2.15%newTimeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900,000 shares; 2025Q2: 900,000 shares; 2025Q3: 1,350,000 shares; 2025Q4: 1,600,000 shares; 2026Q1: 1,300,000 shares 1,300,000$49.4M1.96%-300,000Timeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375,000 shares; 2025Q4: 325,000 shares; 2026Q1: 250,000 shares 250,000$45.2M1.8%-75,000Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350,000 shares 350,000$41M1.63%newTimeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,400,000 shares 2,400,000$40.8M1.62%newTimeline
AAPADVANCE AUTO PARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750,000 shares; 2024Q4: 585,000 shares; 2025Q1: 600,000 shares; 2025Q2: 700,000 shares; 2025Q3: 700,000 shares; 2025Q4: 700,000 shares; 2026Q1: 700,000 shares 700,000$36.9M1.47%0Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400,000 shares; 2024Q4: 1,425,000 shares; 2025Q1: 1,450,000 shares; 2025Q2: 1,050,000 shares; 2025Q3: 1,575,000 shares; 2025Q4: 1,550,000 shares; 2026Q1: 350,000 shares 350,000$31.5M1.25%-1,200,000Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,000 shares; 2025Q2: 100,000 shares; 2025Q3: 90,000 shares; 2025Q4: 100,000 shares; 2026Q1: 75,000 shares 75,000$29.9M1.19%-25,000Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,370 shares 28,370$18.5M0.73%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
MRVLMARVELL TECHNOLOGY INC COMcall500,000$49.5Mnew
CALMCAL MAINE FOODS INC Stockput100,000$7.92M0

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
FLUTFLUTTER ENTMT PLC725,000$156Mshares
MNDYMONDAY COM LTD425,000$62.7Mshares
CALMCAL MAINE FOODS INC300,000$23.9Mcall

How Q1 2026 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 0001172661-26-002068 base2026-05-15acceptance time not in the bulk data set