Dorsal Capital Management, LLC Portfolio Holdings

Dorsal Capital Management, LLC

  • $3.37 Billion
  • Q2 2025

Dorsal Capital Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.37 Billion distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sea LTD with a value of $296M, Planet Fitness, Inc. with a value of $270M, Amazon Com Inc with a value of $258M, Microsoft Corp with a value of $249M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $243M.

Examining the 13F form we can see an increase of $376M in the current position value, from $2.99B to 3.37B.

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 $3.37 Billion
Consumer Cyclical: $1.6 Billion
Technology: $1.22 Billion
Communication Services: $341 Million
Consumer Defensive: $212 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$97.8B
$296 Million 8.78% of portfolio
1,850,000
Q2 2025 Added 23.33%
$44.8B
$219 Million 6.49% of portfolio
7,300,000
Q2 2025 Added 4.29%
$17.7B
$212 Million 6.28% of portfolio
2,750,000
Q2 2025 Reduced 4.35%
$18.3B
$174 Million 5.18% of portfolio
750,000
Q2 2025 Added 7.14%
$14.2B
$172 Million 5.09% of portfolio
2,450,000
Q2 2025 Reduced 19.67%
$13.4B
$119 Million 3.52% of portfolio
2,150,000
Q1 2025 Reduced 4.44%
$53.1B
$104 Million 3.1% of portfolio
425,000
Q1 2025 Added 41.67%
$16B
$68.8 Million 2.04% of portfolio
900,000
Q1 2025 New
$136B
$35 Million 1.04% of portfolio
100,000
Q2 2025 Reduced 44.44%

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $3.37 Billion
  • Prior Value $2.99 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
Track This Portfolio

Track Dorsal Capital Management, LLC Portfolio

Follow Dorsal Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dorsal Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dorsal Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email