$3.13 Billion is the total value of Dorsal Capital Management, LP's 30 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | New | AMAZON COM INCcall | $309,870,000 | – | 3,000,000 | +100.0% | 9.92% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $278,167,500 | – | 3,250,000 | +100.0% | 8.90% | – |
| CRM | New | SALESFORCE INC | $109,879,000 | – | 550,000 | +100.0% | 3.52% | – |
| FB | New | META PLATFORMS INCcl a | $84,776,000 | – | 400,000 | +100.0% | 2.71% | – |
| PLNT | New | PLANET FITNESS INCcl a | $66,019,500 | – | 850,000 | +100.0% | 2.11% | – |
| LYFT | New | LYFT INC | $55,620,000 | – | 6,000,000 | +100.0% | 1.78% | – |
| MELI | New | MERCADOLIBRE INCput | $52,722,400 | – | 40,000 | +100.0% | 1.69% | – |
| KMX | New | CARMAX INC | $44,996,000 | – | 700,000 | +100.0% | 1.44% | – |
| TWLO | New | TWILIO INCcl a | $33,315,000 | – | 500,000 | +100.0% | 1.07% | – |
| UPST | New | UPSTART HLDGS INCcall | $6,356,000 | – | 400,000 | +100.0% | 0.20% | – |
| BYND | New | BEYOND MEAT INCcall | $4,869,000 | – | 300,000 | +100.0% | 0.16% | – |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $3,245,000 | – | 500,000 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 37 | Q3 2023 | 12.6% |
| META PLATFORMS INC | 25 | Q3 2023 | 12.0% |
| AMAZON.COM INC | 21 | Q3 2023 | 16.8% |
| LIBERTY BROADBAND CORP | 18 | Q2 2023 | 16.2% |
| ZILLOW GROUP INC - C | 18 | Q3 2023 | 10.6% |
| TABLEAU SOFTWARE INC-CL A | 18 | Q1 2019 | 7.1% |
| BURLINGTON STORES INC | 17 | Q3 2023 | 7.4% |
| PALO ALTO NETWORKS INC | 17 | Q2 2018 | 7.9% |
| WORKDAY INC-CLASS A | 17 | Q2 2021 | 5.7% |
| AMERICAN TOWER CORP NEW | 16 | Q4 2018 | 9.3% |
View Dorsal Capital Management, LP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| INFOBLOX INC | September 22, 2016 | 1,280,000 | 2.3% |
View Dorsal Capital Management, LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Dorsal Capital Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.