DORSAL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPNG | 7.00M | $225.40M |
 | Z | 2.68M | $206.59M |
 | USFD | 2.52M | $193.47M |
 | PLNT | 2.33M | $241.34M |
 | DT | 2.00M | $96.90M |
 | SE | 1.63M | $290.44M |
 | WIX | 1.57M | $279.77M |
 | NTNX | 1.35M | $100.43M |
 | FWONK | 1.13M | $117.51M |
 | QRVO | 1.00M | $91.08M |
 | SN | 975K | $100.57M |
 | TSM | 925K | $258.34M |
 | AMZN | 850K | $186.63M |
 | BURL | 800K | $203.60M |
 | AAP | 700K | $42.98M |
 | HD | 475K | $192.47M |
 | ADSK | 450K | $142.95M |
 | MSFT | 445K | $230.49M |
 | MNDY | 425K | $82.32M |
 | FLUT | 400K | $101.60M |
Coupang, Inc.
CPNG
Shares Held
7.00M
Value
$225.40M
Zillow Group, Inc. Class C
Z
Shares Held
2.68M
Value
$206.59M
US Foods Holding Corp.
USFD
Shares Held
2.52M
Value
$193.47M
Planet Fitness, Inc.
PLNT
Shares Held
2.33M
Value
$241.34M
Dynatrace, Inc.
DT
Shares Held
2.00M
Value
$96.90M
Sea Limited
SE
Shares Held
1.63M
Value
$290.44M
Wix.com Ltd.
WIX
Shares Held
1.57M
Value
$279.77M
Nutanix, Inc.
NTNX
Shares Held
1.35M
Value
$100.43M
Formula One Group
FWONK
Shares Held
1.13M
Value
$117.51M
Qorvo, Inc.
QRVO
Shares Held
1.00M
Value
$91.08M
SharkNinja, Inc.
SN
Shares Held
975K
Value
$100.57M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
925K
Value
$258.34M
Amazon.com, Inc.
AMZN
Shares Held
850K
Value
$186.63M
Burlington Stores, Inc.
BURL
Shares Held
800K
Value
$203.60M
Advance Auto Parts, Inc.
AAP
Shares Held
700K
Value
$42.98M
The Home Depot, Inc.
HD
Shares Held
475K
Value
$192.47M
Autodesk, Inc.
ADSK
Shares Held
450K
Value
$142.95M
Microsoft Corporation
MSFT
Shares Held
445K
Value
$230.49M
monday.com Ltd.
MNDY
Shares Held
425K
Value
$82.32M
Flutter Entertainment plc
FLUT
Shares Held
400K
Value
$101.60M