Q2 2024 · 13F-HR
Dorsal Capital Management, LPholdings as filed
Filed 2024-08-14 · accession 0001172661-24-003454
$2.90B
Reported value
21
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $347.9M | 12.0% | 1,800,000 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $246.4M | 8.48% | 4,650,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $243.6M | 8.39% | 545,000 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $213.9M | 7.36% | 2,907,193 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $206.8M | 7.12% | 1,300,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $206.7M | 7.12% | 410,000 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $154.3M | 5.31% | 600,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $143.8M | 4.95% | 3,100,000 | Common | NONE |
| 58733R102 | MELI | MERCADOLIBRE INC | $143.8M | 4.95% | 87,500 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $126.7M | 4.36% | 2,875,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $125.7M | 4.33% | 6,000,000 | Common | SOLE |
| 76131D103 | QSR | RESTAURANT BRANDS INTL INC | $119.6M | 4.12% | 1,700,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $112.4M | 3.87% | 70,000 | Common | SOLE |
| 122017106 | BURL | BURLINGTON STORES INC | $108.0M | 3.72% | 450,000 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $86.2M | 2.97% | 1,200,000 | Common | NONE |
| 00751Y106 | AAP | ADVANCE AUTO PARTS INC | $79.2M | 2.73% | 1,250,000 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $78.3M | 2.70% | 1,750,000 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $68.8M | 2.37% | 200,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $44.2M | 1.52% | 75,000 | Common | SOLE |
| 918204108 | VFC | V F CORP | $33.8M | 1.16% | 2,500,000 | Common | SOLE |
| 48581R205 | KSPI | KASPI KZ JSC | $14.9M | 0.51% | 115,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.