DORSAL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPNG | 7.90M | $149.15M |
 | PLNT | 2.52M | $187.81M |
 | Z | 2.45M | $101.38M |
 | VFC | 2.40M | $40.78M |
 | FWONK | 2.02M | $172.17M |
 | SE | 1.32M | $109.72M |
 | NTNX | 1.30M | $49.41M |
 | FROG | 1.15M | $53.97M |
 | SN | 1.00M | $105.90M |
 | AMZN | 950K | $197.86M |
 | SMTC | 800K | $61.51M |
 | TSM | 725K | $245.01M |
 | AAP | 700K | $36.92M |
 | TWLO | 700K | $88.07M |
 | BURL | 500K | $162.69M |
 | HD | 500K | $164.44M |
 | ADSK | 350K | $83.79M |
 | SATS | 350K | $40.97M |
 | WIX | 350K | $31.52M |
 | MSFT | 315K | $116.60M |
Coupang, Inc.
CPNG
Shares Held
7.90M
Value
$149.15M
Planet Fitness, Inc.
PLNT
Shares Held
2.52M
Value
$187.81M
Zillow Group, Inc. Class C
Z
Shares Held
2.45M
Value
$101.38M
V.F. Corporation
VFC
Shares Held
2.40M
Value
$40.78M
Liberty Media Corporation
FWONK
Shares Held
2.02M
Value
$172.17M
Sea Limited
SE
Shares Held
1.32M
Value
$109.72M
Nutanix, Inc.
NTNX
Shares Held
1.30M
Value
$49.41M
JFrog Ltd.
FROG
Shares Held
1.15M
Value
$53.97M
SharkNinja, Inc.
SN
Shares Held
1.00M
Value
$105.90M
Amazon.com, Inc.
AMZN
Shares Held
950K
Value
$197.86M
Semtech Corporation
SMTC
Shares Held
800K
Value
$61.51M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
725K
Value
$245.01M
Advance Auto Parts, Inc.
AAP
Shares Held
700K
Value
$36.92M
Twilio Inc.
TWLO
Shares Held
700K
Value
$88.07M
Burlington Stores, Inc.
BURL
Shares Held
500K
Value
$162.69M
The Home Depot, Inc.
HD
Shares Held
500K
Value
$164.44M
Autodesk, Inc.
ADSK
Shares Held
350K
Value
$83.79M
EchoStar Corporation
SATS
Shares Held
350K
Value
$40.97M
Wix.com Ltd.
WIX
Shares Held
350K
Value
$31.52M
Microsoft Corporation
MSFT
Shares Held
315K
Value
$116.60M