StockDriftsStockDriftsTop 21 Dorsal Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 11.36% | 1.33M | $315.8M | +39.47%(+375.00K) | $154.85(+71.22%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.8% | 570.0K | $272.2M | -21.38%(-155.00K) | $184.34(+133.54%) | 2026-06-30 | |
| FWONK | LIBERTY MEDIA CORP DEL | 8.05% | 2.35M | $223.6M | +16.05%(+325.00K) | $80.09(+29.46%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 7.61% | 600.0K | $211.6M | +20.00%(+100.00K) | $363.61(-6.02%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 6.24% | 400.0K | $173.3M | new | $316.63(+6.44%) | 2026-06-30 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 5.95% | 360.0K | $165.3M | +71.43%(+150.00K) | $505.42(-1.42%) | 2026-06-30 | |
| BURL | BURLINGTON STORES INC | 5.7% | 500.0K | $158.4M | +0.00%(+0) | $212.98(+66.57%) | 2026-06-30 | |
| SE | SEA LTD | 5.34% | 1.55M | $148.5M | +16.98%(+225.00K) | $99.02(+24.54%) | 2026-06-30 | |
| PLNT | PLANET FITNESS MASTER ISSUER | 5.21% | 2.77M | $144.8M | +9.90%(+250.00K) | $78.00(-38.74%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.77% | 355.0K | $132.4M | +12.70%(+40.00K) | $333.23(+49.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.68% | +35.57% | +0.09% | +0.43% |
| Top 20 Holdings Unweighted | +10.52% | +34.99% | -1.81% | -8.72% |
Dorsal Capital Management LP reports $2.82B in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (11.4%), TSM (9.8%) and FWONK (8.1%). The top 20 holdings account for 98.66% of reported assets. Its disclosed equity book has returned +35.57% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dorsal Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1547007). View Dorsal Capital Management LP’s 13F filings on SEC