Dorsal Capital Management, LP
Annual return '25
+17.2%
SPY '25
+17.7%
Alpha
-0.6ptsvs SPY
Invested
$2.6B
Holdings
27
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q1 2026: New position (1.0k shares)
9.5%
02
$AMZN
AMAZON COM INC
Q1 2026: New position (754.2k shares)
7.7%
03
$PLNT
PLANET FITNESS MASTER ISSUER
Q3 2025: Sold 6.1% (2.48M → 2.33M shares)
7.3%
04
$FWONK
LIBERTY MEDIA CORP DEL
Q1 2026: New position (48.5k shares)
6.7%
05
$HD
HOME DEPOT INC
Q1 2026: New position (5.7k shares)
6.4%
06
$BURL
BURLINGTON STORES INC
Q3 2025: Increased +6.7% (750.0k → 800.0k shares)
6.3%
07
$CPNG
COUPANG INC
Q3 2025: Sold 4.1% (7.30M → 7.00M shares)
5.8%
08
$META
META PLATFORMS INC
Q1 2026: New position (20.5k shares)
4.7%
09
$MSFT
MICROSOFT CORP
Q1 2026: New position (284.2k shares)
4.5%
10
$SE
SEA LTD
Q3 2025: Sold 56.1% (3.70M → 1.63M shares)
4.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:29 UTC.