StockDriftsStockDriftsTop 25 Dorsal Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.74% | 725.0K | $245.0M | -21.62%(-200.00K) | $184.34(+135.53%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 7.87% | 950.0K | $197.9M | new | $129.27(+87.72%) | 2026-03-31 | |
| PLNT | PLANET FITNESS MASTER ISSUER | 7.47% | 2.52M | $187.8M | -8.18%(-225.00K) | $79.49(-32.76%) | 2026-03-31 | |
| FWONK | LIBERTY MEDIA CORP DEL | 6.85% | 2.02M | $172.2M | +80.00%(+900.00K) | $78.67(+25.21%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 6.54% | 500.0K | $164.4M | +0.00%(+0) | $368.71(-2.93%) | 2026-03-31 | |
| BURL | BURLINGTON STORES INC | 6.47% | 500.0K | $162.7M | +5.26%(+25.00K) | $212.98(+47.05%) | 2026-03-31 | |
| CPNG | COUPANG INC | 5.93% | 7.90M | $149.2M | +8.97%(+650.00K) | $19.21(-3.40%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.78% | 210.0K | $120.1M | -4.55%(-10.00K) | $247.14(+135.86%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.64% | 315.0K | $116.6M | -41.67%(-225.00K) | $329.07(+18.66%) | 2026-03-31 | |
| SE | SEA LTD | 4.36% | 1.32M | $109.7M | +23.26%(+250.00K) | $101.05(+2.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.37% | +34.45% |
| Top 20 Holdings Unweighted | +7.97% | +25.86% |
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