Dorsal Capital Management, LLC Portfolio Holdings

Dorsal Capital Management, LLC

  • $3.39 Billion
  • Q3 2025

Dorsal Capital Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.39 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sea LTD with a value of $290M, Wix.Com Ltd. with a value of $280M, Taiwan Semiconductor Manufacturing CO LTD with a value of $258M, Planet Fitness, Inc. with a value of $241M, and Microsoft Corp with a value of $230M.

Examining the 13F form we can see an increase of $20.6M in the current position value, from $3.37B to 3.39B.

Dorsal Capital Management, LLC is based out at Redwood City, CA

Below you can find more details about Dorsal Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.39 Billion
Consumer Cyclical: $1.38 Billion
Technology: $1.36 Billion
Communication Services: $457 Million
Consumer Defensive: $193 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.1B
$290 Million 8.56% of portfolio
1,625,000
Q3 2025 Reduced 12.16%
$7.2B
$280 Million 8.25% of portfolio
1,575,000
Q3 2025 Added 50.0%
$1.46T
$258 Million 7.62% of portfolio
925,000
Q3 2025 Reduced 13.95%
$8.61B
$241 Million 7.12% of portfolio
2,325,000
Q3 2025 Reduced 6.06%
$3.78T
$230 Million 6.8% of portfolio
445,000
Q3 2025 Reduced 11.0%
$44.9B
$225 Million 6.65% of portfolio
7,000,000
Q3 2025 Reduced 4.11%
$12.1B
$207 Million 6.09% of portfolio
2,681,250
Q3 2025 Added 9.44%
$18.3B
$204 Million 6.0% of portfolio
800,000
Q3 2025 Added 6.67%
$16.1B
$193 Million 5.7% of portfolio
2,525,000
Q3 2025 Reduced 8.18%
$367B
$192 Million 5.68% of portfolio
475,000
Q3 2025 Reduced 9.52%
$2.39T
$187 Million 5.5% of portfolio
850,000
Q3 2025 Reduced 27.66%
$1.37T
$176 Million 5.2% of portfolio
240,000
Q3 2025 Added 4.35%
$53.1B
$111 Million 3.26% of portfolio
450,000
Q3 2025 Added 5.88%
$15.2B
$100 Million 2.96% of portfolio
1,350,000
Q3 2025 Added 50.0%
$13.5B
$96.9 Million 2.86% of portfolio
2,000,000
Q3 2025 Reduced 6.98%
$8.77B
$91.1 Million 2.69% of portfolio
1,000,000
Q3 2025 Added 146.91%
$7.07B
$74.2 Million 2.19% of portfolio
375,000
Q3 2025 New
$163B
$64.7 Million 1.91% of portfolio
90,000
Q3 2025 Reduced 10.0%
$3.01B
$43 Million 1.27% of portfolio
700,000
Q2 2025 Added 16.67%
Sharkninja Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 14.71%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.27%
Flutter Entmt PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 23.81%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $3.39 Billion
  • Prior Value $3.37 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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