Dorsal Capital Management, LP In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Dorsal Capital Management, LP reported 21 stock positions worth $2.9 billion . Its top holding was Amazon.com (AMZN) at 12.0% of the portfolio, followed by US Foods (USFD, 8.5% ) and Microsoft (MSFT, 8.4% ). Compared with Q1 2024, it opened 3 new positions, sold out of 6, added to 7 and reduced 9. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale an exit from Five Below (FIVE).
Location Redwood City, CA
CIK 0001547007
Portfolio Value $2.9B (Q2 2024) Holdings 21 stocks · $2.9B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 AMZN Amazon.com Inc. 1,800,000 $347.9M Reduce -20.9% USFD US Foods Holding Corp. 4,650,000 $246.4M Reduce -0.5% MSFT Microsoft Corp. 545,000 $243.6M Reduce -25.9% PLNT Planet Fitness Inc. Class A 2,907,193 $213.9M Add +7.7% WIX Wix.com Ltd. 1,300,000 $206.8M Add +23.8% META Meta Platforms Inc. Class A 410,000 $206.7M Reduce -32.8% CRM Salesforce Inc. 600,000 $154.3M Reduce -20.0% Z Zillow Group Inc. Class C 3,100,000 $143.8M Add +6.9% MELI MercadoLibre Inc. 87,500 $143.8M Add +25.0% SMAR Smartsheet Inc. Class A 2,875,000 $126.7M Reduce -8.7% CPNG Coupang Inc. 6,000,000 $125.7M Add +26.3% QSR Restaurant Brands Intern 1,700,000 $119.6M Reduce -1.2% AVGO Broadcom Inc. 70,000 $112.4M New BURL Burlington Stores Inc. 450,000 $108.0M Reduce -5.3% FWONK Liberty Media Corp. Class C 1,200,000 $86.2M Reduce -4.0% AAP Advance Auto Parts Inc. 1,250,000 $79.2M Add +159.7% DT Dynatrace Inc. 1,750,000 $78.3M Add +118.8% HD Home Depot Inc. 200,000 $68.8M New HUBS HubSpot Inc. 75,000 $44.2M New VFC VF Corp. 2,500,000 $33.8M No change KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC 115,500 $14.9M No change
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ FIVE Five Below Sold out 0.00% −3.62 META Meta Platforms Inc. Class A Reduce -32.8% 7.12% −2.74 EPAM Epam Systems Inc. Sold out 0.00% −2.53 CRM Salesforce Inc. Reduce -20.0% 5.31% −2.20 MSFT Microsoft Corp. Reduce -25.9% 8.39% −1.90 AMZN Amazon.com Inc. Reduce -20.9% 11.97% −1.68 LYFT LYFT Inc. Class A Sold out 0.00% −1.61 CROX Crocs Inc. Sold out 0.00% −0.96 POOL Pool Corp. Sold out 0.00% −0.67 QSR Restaurant Brands Intern Reduce -1.2% 4.12% −0.43 SHLS Shoals Technologies Group -A Sold out 0.00% −0.11 BURL Burlington Stores Inc. Reduce -5.3% 3.72% +0.05 USFD US Foods Holding Corp. Reduce -0.5% 8.48% +0.09 FWONK Liberty Media Corp. Class C Reduce -4.0% 2.97% +0.24 SMAR Smartsheet Inc. Class A Reduce -8.7% 4.36% +0.33
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ AVGO Broadcom Inc. New 3.87% +3.87 HD Home Depot Inc. New 2.37% +2.37 WIX Wix.com Ltd. Add +23.8% 7.12% +2.32 PLNT Planet Fitness Inc. Class A Add +7.7% 7.36% +1.74 HUBS HubSpot Inc. New 1.52% +1.52 CPNG Coupang Inc. Add +26.3% 4.33% +1.52 DT Dynatrace Inc. Add +118.8% 2.70% +1.46 MELI MercadoLibre Inc. Add +25.0% 4.95% +1.43 AAP Advance Auto Parts Inc. Add +159.7% 2.73% +1.36 Z Zillow Group Inc. Class C Add +6.9% 4.95% +0.25
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ Z Zillow Group Inc. Class C put Sold out 960,000 $46.8Mbefore exit AMZN Amazon.com Inc. put Sold out 55,000 $9.9Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 22 $2.8B AMZN, TSM, FWONK, HD, LRCX Q1 2026 25 $2.5B TSM, AMZN, PLNT, FWONK, HD Q4 2025 20 $2.8B PLNT, TSM, MSFT, Z, HD Q3 2025 23 $3.7B SE, WIX, TSM, PLNT, MSFT Q2 2025 23 $3.5B SE, PLNT, AMZN, MSFT, TSM Q1 2025 23 $3.1B AMZN, WIX, PLNT, Z, SE Q4 2024 22 $3.3B AMZN, WIX, Z, USFD, MSFT Q3 2024 19 $3.1B AMZN, USFD, PLNT, WIX, META Q2 2024 21 $2.9B AMZN, USFD, MSFT, PLNT, WIX Q1 2024 24 $3.0B AMZN, MSFT, META, USFD, CRM