Titelia

Holdings of Dorsal Capital Management, LP

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Net assets
-
Positions
21 in 2 countries
Top ten
73.2 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 725,000245M $
2Amazon.com Inc 950,001197.9M $
3Planet Fitness Inc 2,525,000187.8M $
4Liberty Media Corp-Liberty Formula One 2,025,000172.2M $
5Home Depot Inc/The 500,000164.4M $
6Burlington Stores Inc 500,000162.7M $
7Coupang Inc 7,900,000149.2M $
8Meta Platforms Inc 210,000120.1M $
9Microsoft Corp 315,000116.6M $
10Sea Ltd 1,325,000109.7M $
11Zillow Group Inc 2,450,000101.4M $
12Twilio Inc 700,00088.1M $
13Autodesk Inc 350,00083.8M $
14Semtech Corp 800,00061.5M $
15Nutanix Inc 1,300,00049.4M $
16Nexstar Media Group Inc 250,00045.2M $
17EchoStar Corp 350,00041M $
18VF Corp 2,400,00040.8M $
19Advance Auto Parts Inc 700,00036.9M $
20AppLovin Corp 75,00029.9M $
21State Street SPDR S&P 500 ETF Trust 28,37018.5M $

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Sector breakdown

  • Consumer discretionary 28.6 %
  • Technology 25.4 %
  • Communication 7.3 %
  • Unattributed 38.8 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 89.0 %
  • Taiwan 11.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States202B $88.97 %
2Taiwan1245M $11.03 %
Cite this page

Titelia. "Holdings of Dorsal Capital Management, LP". https://titelia.com/en/funds/US13F1547007