Dorsal Capital Management, LP — 13F holdings

Dorsal Capital Management, LP reported 24 holdings worth $2.82B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMZN AMAZON COM INC — $316M (11.2%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $272M (9.6%)
3. FWONK LIBERTY MEDIA CORP DEL — $224M (7.9%)
4. HD HOME DEPOT INC — $212M (7.5%)
5. LRCX LAM RESEARCH CORP — $173M (6.1%)
6. SPOT SPOTIFY TECHNOLOGY S A — $165M (5.9%)
7. CPNG COUPANG INC — $165M (5.8%)
8. BURL BURLINGTON STORES INC — $158M (5.6%)
9. SE SEA LTD — $149M (5.3%)
10. PLNT PLANET FITNESS INC — $145M (5.1%)