SEC Form 13F

Dorsal Capital Management, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$2,824,404,988
Positions24

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMAZON COM INCAMZNCOM$315,800,7381,325,001
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$272,214,900570,000
LIBERTY MEDIA CORP DELFWONKCOM LBTY ONE S C$223,579,0002,350,000
HOME DEPOT INCHDCOM$211,608,000600,000
LAM RESEARCH CORPLRCXCOM NEW$173,332,000400,000
SPOTIFY TECHNOLOGY S ASPOTSHS$165,286,800360,000
BURLINGTON STORES INCBURLCOM$158,400,000500,000
SEA LTDSESPONSORD ADS$148,536,5001,550,000
PLANET FITNESS MASTER ISSUERPLNTCL A$144,771,7502,775,000
MICROSOFT CORPMSFTCOM$132,422,100355,000

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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