The Analysis of Dorsal Capital Management, LP's Holdings


Currently, Dorsal Capital Management, LP holds 20 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in TWLO (+550.0K shares, valued at $78.2M), FLUT (+325.0K shares, valued at $69.9M), PLNT (+425.0K shares, valued at $46.1M); decreased their positions in BURL (-325.0K shares, valued at $93.9M), SE (-550.0K shares, valued at $70.2M), ADSK (-50.0K shares, valued at $14.8M); initiated new positions in TWLO (+550.0K shares, valued at $78.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
PLNT PLANET FITNESS INC2.8M shares18.28%2025-12-312026-02-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD925.0K shares0.00%2025-12-312026-02-17history
MSFT MICROSOFT CORP540.0K shares21.35%2025-12-312026-02-17history
Z ZILLOW GROUP INC2.9M shares9.09%2025-12-312026-02-17history
HD HOME DEPOT INC500.0K shares5.26%2025-12-312026-02-17history
CPNG COUPANG INC7.3M shares3.57%2025-12-312026-02-17history
WIX WIX COM LTD1.6M shares-1.59%2025-12-312026-02-17history
FLUT FLUTTER ENTMT PLC725.0K shares81.25%2025-12-312026-02-17history
Sponsored
META META PLATFORMS INC220.0K shares-8.33%2025-12-312026-02-17history
BURL BURLINGTON STORES INC475.0K shares-40.63%2025-12-312026-02-17history
SE SEA LTD1.1M shares-33.85%2025-12-312026-02-17history
ADSK AUTODESK INC400.0K shares-11.11%2025-12-312026-02-17history
SN SHARKNINJA INC1.0M shares2.56%2025-12-312026-02-17history
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL1.1M shares0.00%2025-12-312026-02-17history
NTNX NUTANIX INC1.6M shares18.52%2025-12-312026-02-17history
TWLO TWILIO INC550.0K sharesnew addition2025-12-312026-02-17history
Sponsored
APP APPLOVIN CORP100.0K shares11.11%2025-12-312026-02-17history
NXST NEXSTAR MEDIA GROUP INC325.0K shares-13.33%2025-12-312026-02-17history
MNDY MONDAY COM LTD425.0K shares0.00%2025-12-312026-02-17history
AAP ADVANCE AUTO PARTS INC700.0K shares0.00%2025-12-312026-02-17history

Call Option Holdings
CALM Call CallCAL MAINE FOODS INC300.0K sharesnew addition2025-12-312026-02-17history

Put Option Holdings
CALM Put PutCAL MAINE FOODS INC100.0K sharesnew addition2025-12-312026-02-17history
TradeFomo Institution Holdings Analysis: Dorsal Capital Management, LP | TradeFomo