DORSAL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPNG | 7.25M | $171.03M |
 | Z | 2.92M | $199.54M |
 | PLNT | 2.75M | $298.29M |
 | NTNX | 1.60M | $82.70M |
 | WIX | 1.55M | $161.03M |
 | FWONK | 1.13M | $110.82M |
 | SE | 1.07M | $137.14M |
 | SN | 1.00M | $111.90M |
 | TSM | 925K | $281.10M |
 | FLUT | 725K | $155.90M |
 | AAP | 700K | $27.51M |
 | TWLO | 550K | $78.23M |
 | MSFT | 540K | $261.15M |
 | HD | 500K | $172.05M |
 | BURL | 475K | $137.20M |
 | MNDY | 425K | $62.71M |
 | ADSK | 400K | $118.40M |
 | NXST | 325K | $65.99M |
 | META | 220K | $145.22M |
 | APP | 100K | $67.38M |
Coupang, Inc.
CPNG
Shares Held
7.25M
Value
$171.03M
Zillow Group, Inc. Class C
Z
Shares Held
2.92M
Value
$199.54M
Planet Fitness, Inc.
PLNT
Shares Held
2.75M
Value
$298.29M
Nutanix, Inc.
NTNX
Shares Held
1.60M
Value
$82.70M
Wix.com Ltd.
WIX
Shares Held
1.55M
Value
$161.03M
Formula One Group
FWONK
Shares Held
1.13M
Value
$110.82M
Sea Limited
SE
Shares Held
1.07M
Value
$137.14M
SharkNinja, Inc.
SN
Shares Held
1.00M
Value
$111.90M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
925K
Value
$281.10M
Flutter Entertainment plc
FLUT
Shares Held
725K
Value
$155.90M
Advance Auto Parts, Inc.
AAP
Shares Held
700K
Value
$27.51M
Twilio Inc.
TWLO
Shares Held
550K
Value
$78.23M
Microsoft Corporation
MSFT
Shares Held
540K
Value
$261.15M
The Home Depot, Inc.
HD
Shares Held
500K
Value
$172.05M
Burlington Stores, Inc.
BURL
Shares Held
475K
Value
$137.20M
monday.com Ltd.
MNDY
Shares Held
425K
Value
$62.71M
Autodesk, Inc.
ADSK
Shares Held
400K
Value
$118.40M
Nexstar Media Group, Inc.
NXST
Shares Held
325K
Value
$65.99M
Meta Platforms, Inc.
META
Shares Held
220K
Value
$145.22M
AppLovin Corporation
APP
Shares Held
100K
Value
$67.38M