Dorsal Capital Management, Lp Top Holdings and 13F Report (2025) About Dorsal Capital Management, LpInvestment ActivityDorsal Capital Management, Lp has $4.23 billion in total holdings as of December 31, 2024.Dorsal Capital Management, Lp owns shares of 25 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 26.63% of the portfolio was purchased this quarter.About 12.89% of the portfolio was sold this quarter.This quarter, Dorsal Capital Management, Lp has purchased 21 new stocks and bought additional shares in 9 stocks.Dorsal Capital Management, Lp sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Amazon.com $389,417,250Invesco QQQ $383,422,500Apple $375,630,000Wix.com $305,733,750Zillow Group $248,067,500 Largest New Holdings this Quarter Invesco QQQ $383,422,500 HoldingApple $375,630,000 HoldingTaiwan Semiconductor Manufacturing $88,870,500 HoldingAutodesk $88,671,000 HoldingSharkNinja $16,015,136 Holding Largest Purchases this Quarter Invesco QQQ 750,000 shares (about $383.42M)Apple 1,500,000 shares (about $375.63M)Taiwan Semiconductor Manufacturing 450,000 shares (about $88.87M)Autodesk 300,000 shares (about $88.67M)SEA 625,000 shares (about $66.31M) Largest Sales this Quarter Planet Fitness 950,000 shares (about $93.93M)Broadcom 350,000 shares (about $81.14M)PALANTIR TECHNOLOGIES INC 1,000,000 shares (about $75.63M)US Foods 1,000,000 shares (about $67.46M)Meta Platforms 115,000 shares (about $67.33M) 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$389,417,250$43,878,000 ▼-10.1%1,775,0009.2%Retail/WholesaleQQQInvesco QQQ$383,422,500$383,422,500 ▲New Holding750,0009.1%FinanceAAPLApple$375,630,000$375,630,000 ▲New Holding1,500,0008.9%Computer and TechnologyWIXWix.com$305,733,750$5,363,750 ▲1.8%1,425,0007.2%Computer and TechnologyZZillow Group$248,067,500$11,107,500 ▲4.7%3,350,0005.9%FinanceUSFDUS Foods$236,110,000$67,460,000 ▼-22.2%3,500,0005.6%Consumer StaplesSESEA$225,462,500$66,312,500 ▲41.7%2,125,0005.3%Computer and TechnologyMSFTMicrosoft$208,642,500$29,505,000 ▲16.5%495,0004.9%Computer and TechnologyPLNTPlanet Fitness$197,740,000$93,926,500 ▼-32.2%2,000,0004.7%Consumer DiscretionaryMETAMeta Platforms$166,870,350$67,333,650 ▼-28.8%285,0003.9%Computer and TechnologyCPNGCoupang$159,355,000$1,099,000 ▲0.7%7,250,0003.8%Retail/WholesaleBURLBurlington Stores$146,805,900$32,781,900 ▲28.8%515,0003.5%Retail/WholesaleFLUTTER ENTMT PLC$135,686,250$51,690,000 ▼-27.6%525,0003.2%SHSHDHome Depot$126,421,750$9,724,750 ▼-7.1%325,0003.0%Retail/WholesaleDTDynatrace$122,287,500$2,717,500 ▲2.3%2,250,0002.9%Computer and TechnologyHUBSHubSpot$111,483,200$6,967,700 ▲6.7%160,0002.6%Computer and TechnologyQSRRestaurant Brands International$110,806,000$13,036,000 ▼-10.5%1,700,0002.6%Retail/WholesaleFWONKFormula One Group$101,926,000$18,532,000 ▲22.2%1,100,0002.4%Consumer DiscretionaryAVGOBroadcom$92,736,000$81,144,000 ▼-46.7%400,0002.2%Computer and TechnologyAPHAmphenol$90,285,000$27,780,000 ▼-23.5%1,300,0002.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$88,870,500$88,870,500 ▲New Holding450,0002.1%Computer and TechnologyADSKAutodesk$88,671,000$88,671,000 ▲New Holding300,0002.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$75,630,000$75,630,000 ▼-50.0%1,000,0001.8%CL AAAPAdvance Auto Parts$27,664,650$7,802,850 ▼-22.0%585,0000.7%Retail/WholesaleSNSharkNinja$16,015,136$16,015,136 ▲New Holding164,4940.4%Retail/WholesaleAURAurora Innovation$0$5,920,000 ▼-100.0%00.0%Business ServicesShowing 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. 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