Stock Taper

DORSAL CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Coupang, Inc.CPNG7.5M$130.28M
V.F. CorporationVFC3.25M$54.21M
Planet Fitness, Inc.PLNT2.77M$144.77M
Liberty Media CorporationFWONK2.35M$223.58M
Sea LimitedSE1.55M$148.54M
Amazon.com, Inc.AMZN1.33M$315.8M
JFrog Ltd.FROG875K$79.52M
Southwest Airlines Co.LUV650K$33.42M
Okta, Inc.OKTA600K$81.87M
The Home Depot, Inc.HD600K$211.61M
Taiwan Semiconductor Manufacturing Company LimitedTSM570K$272.21M
Semtech CorporationSMTC550K$89.02M
Burlington Stores, Inc.BURL500K$158.4M
SharkNinja, Inc.SN500K$76.14M
Twilio Inc.TWLO400K$82.53M
Lam Research CorporationLRCX400K$173.33M
Spotify Technology S.A.SPOT360K$165.29M
Microsoft CorporationMSFT355K$132.42M
US Foods Holding Corp.USFD300K$30.68M
Nexstar Media Group, Inc.NXST250K$44.65M