Dorsal Capital Management, Lp Top Holdings and 13F Report (2024) About Dorsal Capital Management, LpInvestment ActivityDorsal Capital Management, Lp has $3.23 billion in total holdings as of September 30, 2024.Dorsal Capital Management, Lp owns shares of 21 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 26.34% of the portfolio was purchased this quarter.About 18.47% of the portfolio was sold this quarter.This quarter, Dorsal Capital Management, Lp has purchased 21 new stocks and bought additional shares in 10 stocks.Dorsal Capital Management, Lp sold shares of 6 stocks and completely divested from 5 stocks this quarter.Largest Holdings Amazon.com $368,001,750US Foods $276,750,000Planet Fitness $239,599,000Wix.com $234,038,000Meta Platforms $228,976,000 Largest New Holdings this Quarter FLUTTER ENTMT PLC $172,028,000 HoldingSEA $141,420,000 HoldingAmphenol $110,772,000 HoldingPALANTIR TECHNOLOGIES INC $74,400,000 HoldingAurora Innovation $5,920,000 Holding Largest Purchases this Quarter FLUTTER ENTMT PLC 725,000 shares (about $172.03M)SEA 1,500,000 shares (about $141.42M)Broadcom 680,000 shares (about $117.30M)Amphenol 1,700,000 shares (about $110.77M)PALANTIR TECHNOLOGIES INC 2,000,000 shares (about $74.40M) Largest Sales this Quarter Microsoft 120,000 shares (about $51.64M)Formula One Group 300,000 shares (about $23.23M)Advance Auto Parts 500,000 shares (about $19.50M)Burlington Stores 50,000 shares (about $13.17M)US Foods 150,000 shares (about $9.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDorsal Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$368,001,750$32,607,750 ▲9.7%1,975,00011.4%Retail/WholesaleUSFDUS Foods$276,750,000$9,225,000 ▼-3.2%4,500,0008.6%Consumer StaplesPLNTPlanet Fitness$239,599,000$3,476,785 ▲1.5%2,950,0007.4%Consumer DiscretionaryWIXWix.com$234,038,000$16,717,000 ▲7.7%1,400,0007.3%Computer and TechnologyMETAMeta Platforms$228,976,000$5,724,400 ▼-2.4%400,0007.1%Computer and TechnologyZZillow Group$204,320,000$6,385,000 ▲3.2%3,200,0006.3%FinanceMSFTMicrosoft$182,877,500$51,636,000 ▼-22.0%425,0005.7%Computer and TechnologyCPNGCoupang$176,760,000$29,460,000 ▲20.0%7,200,0005.5%Retail/WholesaleFLUTTER ENTMT PLC$172,028,000$172,028,000 ▲New Holding725,0005.3%SHSHDHome Depot$141,820,000$60,780,000 ▲75.0%350,0004.4%Retail/WholesaleSESEA$141,420,000$141,420,000 ▲New Holding1,500,0004.4%Computer and TechnologyQSRRestaurant Brands International$137,028,000$14,424,000 ▲11.8%1,900,0004.2%Retail/WholesaleAVGOBroadcom$129,375,000$117,300,000 ▲971.4%750,0004.0%Computer and TechnologyDTDynatrace$117,634,000$24,061,500 ▲25.7%2,200,0003.6%Computer and TechnologyAPHAmphenol$110,772,000$110,772,000 ▲New Holding1,700,0003.4%Computer and TechnologyBURLBurlington Stores$105,392,000$13,174,000 ▼-11.1%400,0003.3%Retail/WholesaleHUBSHubSpot$79,740,000$39,870,000 ▲100.0%150,0002.5%Computer and TechnologyPALANTIR TECHNOLOGIES INC$74,400,000$74,400,000 ▲New Holding2,000,0002.3%CL AFWONKFormula One Group$69,687,000$23,229,000 ▼-25.0%900,0002.2%Consumer DiscretionaryAAPAdvance Auto Parts$29,242,500$19,495,000 ▼-40.0%750,0000.9%Retail/WholesaleAURAurora Innovation$5,920,000$5,920,000 ▲New Holding1,000,0000.2%Business ServicesCRMSalesforce$0$154,260,000 ▼-100.0%00.0%Computer and TechnologyMELIMercadoLibre$0$143,797,500 ▼-100.0%00.0%Retail/WholesaleSMARSmartsheet$0$126,730,000 ▼-100.0%00.0%Computer and TechnologyVFCVF$0$33,750,000 ▼-100.0%00.0%Consumer DiscretionaryKASPI KZ JSC$0$14,900,655 ▼-100.0%00.0%SPONSORED ADSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
