Dorsal Capital Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Dorsal Capital Management, LP held in its portfolio 21 assets valued at $2,877,149,350 (i.e. $2.88B).

The most valuable assets in the portfolio included: PLANET FITNESS INC ($298.29M), TAIWAN SEMICONDUCTOR MFG LTD ($281.10M), and MICROSOFT CORP ($261.15M).

The chart below shows the top 10 valuable assets, and the table below shows the top 21 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Dorsal Capital Management, LP Portfolio

PLANET FITNESS INC

TAIWAN SEMICONDUCTOR MFG LTD

MICROSOFT CORP

ZILLOW GROUP INC

HOME DEPOT INC

COUPANG INC

WIX COM LTD

FLUTTER ENTMT PLC

META PLATFORMS INC

BURLINGTON STORES INC

Dorsal Capital Management, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
PLANET FITNESS INC	2750000	298292500	CL A
TAIWAN SEMICONDUCTOR MFG LTD	925000	281098250	SPONSORED ADS
MICROSOFT CORP	540000	261154800	COM
ZILLOW GROUP INC	2925000	199543500	CL C CAP STK
HOME DEPOT INC	500000	172050000	COM
COUPANG INC	7250000	171027500	CL A
WIX COM LTD	1550000	161029500	SHS
FLUTTER ENTMT PLC	725000	155904000	SHS
META PLATFORMS INC	220000	145219800	CL A
BURLINGTON STORES INC	475000	137203750	COM
SEA LTD	1075000	137137750	SPONSORD ADS
AUTODESK INC	400000	118404000	COM
SHARKNINJA INC	1000000	111900000	COM SHS
LIBERTY MEDIA CORP DEL	1125000	110823750	COM LBTY ONE S C
NUTANIX INC	1600000	82704000	CL A
TWILIO INC	550000	78232000	CL A
APPLOVIN CORP	100000	67382000	COM CL A
NEXSTAR MEDIA GROUP INC	325000	65991250	COMMON STOCK
MONDAY COM LTD	425000	62713000	SHS
CAL MAINE FOODS INC	400000	31828000	COM NEW
ADVANCE AUTO PARTS INC	700000	27510000	COM