Dorsal Capital Management, LP

Redwood City, CA · CIK 1547007 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited partnership

Assets managed$6.6bn
Staff16 · 12 in investment roles
Main clients (by assets)Private funds 82%, Pension plans 10%
Private funds2 (2 hedge) · $6.2bn gross assets
Form ADV · 2026-09-09SEC adviser record

Legal entityDORSAL CAPITAL MANAGEMENT, L.P. (US)

Kindhedge funds, futures
Others nearbyRedwood City, CA

As an employer

Offices in1 country
Private fundshedge 2

$2.8bn reported value +10.5% vs Q1 2026

22positions

70.0%in top 10

5 new 9 added 6 reduced 8 sold out vs Q1 2026

Options: 2 call positions ($45.4m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	1,325,001	$315.8m11.36%	11.36%	Added +375.0k	+375,000 39.5%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	570,000	$272.2m9.80%	9.80%	Reduced -155.0k	-155,000 -21.4%
3	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	2,350,000	$223.6m8.05%	8.05%	Added +325.0k	+325,000 16.1%
4	HOME DEPOT INC COM HD	HD	600,000	$211.6m7.61%	7.61%	Added +100.0k	+100,000 20.0%
5	LAM RESEARCH CORP COM NEW LRCX	LRCX	400,000	$173.3m6.24%	6.24%	New
6	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	360,000	$165.3m5.95%	5.95%	Added +150.0k	+150,000 71.4%
7	BURLINGTON STORES INC COM BURL	BURL	500,000	$158.4m5.70%	5.70%	Unchanged
8	SEA LTD SPONSORD ADS SE	SE	1,550,000	$148.5m5.34%	5.34%	Added +225.0k	+225,000 17.0%
9	PLANET FITNESS INC CL A PLNT	PLNT	2,775,000	$144.8m5.21%	5.21%	Added +250.0k	+250,000 9.9%
10	MICROSOFT CORP COM MSFT	MSFT	355,000	$132.4m4.77%	4.77%	Added +40.0k	+40,000 12.7%
11	COUPANG INC CL A CPNG	CPNG	7,500,000	$130.3m4.69%	4.69%	Reduced -400.0k	-400,000 -5.1%
12	META PLATFORMS INC CL A META	META	220,000	$123.9m4.46%	4.46%	Added +10.0k	+10,000 4.8%
13	SEMTECH CORP COM SMTC	SMTC	550,000	$89.0m3.20%	3.20%	Reduced -250.0k	-250,000 -31.2%
14	TWILIO INC CL A TWLO	TWLO	400,000	$82.5m2.97%	2.97%	Reduced -300.0k	-300,000 -42.9%
15	OKTA INC CL A OKTA	OKTA	600,000	$81.9m2.95%	2.95%	New
16	JFROG LTD ORD SHS FROG	FROG	875,000	$79.5m2.86%	2.86%	Reduced -275.0k	-275,000 -23.9%
17	SHARKNINJA INC COM SHS SN	SN	500,000	$76.1m2.74%	2.74%	Reduced -500.0k	-500,000 -50.0%
18	V F CORP COM VFC	VFC	3,250,000	$54.2m1.95%	1.95%	Added +850.0k	+850,000 35.4%
19	NEXSTAR MEDIA GROUP INC COMMON STOCK NXST	NXST	250,000	$44.6m1.61%	1.61%	Unchanged
20	SOUTHWEST AIRLS CO COM LUV	LUV	650,000	$33.4m1.20%	1.20%	New
21	US FOODS HLDG CORP COM USFD	USFD	300,000	$30.7m1.10%	1.10%	New
22	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	40,000	$6.8m0.25%	0.25%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ZILLOW GROUP INC Z	Z	2,450,000	$101.4m2.5m shares
AUTODESK INC ADSK	ADSK	350,000	$83.8m350.0k shares
NUTANIX INC NTNX	NTNX	1,300,000	$49.4m1.3m shares
ECHOSTAR CORP ECHO	ECHO	350,000	$41.0m350.0k shares
ADVANCE AUTO PARTS INC AAP	AAP	700,000	$36.9m700.0k shares
WIX COM LTD WIX	WIX	350,000	$31.5m350.0k shares
APPLOVIN CORP APP	APP	75,000	$29.9m75.0k shares
SPDR S&P 500 ETF TR SPY	SPY	28,370	$18.5m28.4k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
COUPANG INC CPNG · Call	CPNG	Call	2,000,000	$34.7m2.0m shares	New
RED CAT HLDGS INC RCAT · Call	RCAT	Call	1,000,000	$10.7m1.0m shares	New