Dorsal Capital Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.96 Billion distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $389M, Wix.Com Ltd. with a value of $306M, Zillow Group Inc Cl C Cap Stk with a value of $248M, Us Foods Holding Corp. with a value of $236M, and Microsoft Corp with a value of $209M.

Examining the 13F form we can see an increase of $980M in the current position value, from $2.98B to 3.96B.

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 $3.96 Billion
Technology: $1.55 Billion
Consumer Cyclical: $1.38 Billion
Communication Services: $416 Million
ETFs: $383 Million
Consumer Defensive: $236 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $3.96 Billion
  • Prior Value $2.98 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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