Dorsal Capital Management, LP
Top Portfolio Positions
25 positions ·
$2,299,078,303 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
725,000 | $245,013,750 | 10.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
950,001 | $197,856,708 | 8.61% | |
| PLNT |
Planet Fitness, Inc.
Consumer Cyclical
|
2,525,000 | $187,809,500 | 8.17% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
500,000 | $164,445,000 | 7.15% | |
| BURL |
Burlington Stores, Inc.
Consumer Cyclical
|
500,000 | $162,690,000 | 7.08% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
7,900,000 | $149,152,000 | 6.49% | |
| META |
Meta Platforms, Inc.
Communication Services
|
210,000 | $120,147,300 | 5.23% | |
| MSFT |
Microsoft Corp
Technology
|
315,000 | $116,603,550 | 5.07% | |
| SE |
Sea Ltd
Consumer Cyclical
|
1,325,000 | $109,723,250 | 4.77% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
1,000,000 | $105,900,000 | 4.61% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NTNX
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,413,000 | 1,300,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $82,704,000 | 1,600,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $100,426,500 | 1,350,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $68,796,000 | 900,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $62,829,000 | 900,000 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||