Q2 2026 13F · SEC CIK 1547007
Dorsal Capital Management, LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $2.8B
- Reported positions
- 22
- Top holdings a year, 3 yrs
- +10.4%
- Assets under management
- $6.6B
Dorsal Capital Management, LP is a hedge fund that reported 22 positions worth $2.8B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Amazon Com Inc (AMZN, 11.4%), Taiwan Semiconductor Manufac (TSM, 9.8%), Liberty Media Corp Del (FWONK, 8.0%). A portfolio copying its top holdings returned 10.4% a year over the last 3 years, against 20.4% for the S&P 500.
Dorsal Capital Management, LP holdings all 22 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| AMZNAmazon Com Inc | 11.4% | +39.5% | $315.8M |
| TSMTaiwan Semiconductor Manufac | 9.8% | -21.4% | $272.2M |
| FWONKLiberty Media Corp Del | 8.0% | +16.0% | $223.6M |
| HDHome Depot Inc | 7.6% | +20.0% | $211.6M |
| LRCXLam Research Corp | 6.2% | — | $173.3M |
| SPOTSpotify Technology SA | 5.9% | +71.4% | $165.3M |
| BURLBurlington Stores | 5.7% | +0.0% | $158.4M |
| SESea Ltd | 5.3% | +17.0% | $148.5M |
| PLNTPlanet Fitness Master Issuer | 5.2% | +9.9% | $144.8M |
| MSFTMicrosoft Corp | 4.8% | +12.7% | $132.4M |
| CPNGCoupang Inc | 4.7% | -5.1% | $130.3M |
| METAMeta Platforms Inc | 4.5% | +4.8% | $123.9M |
| SMTCSemtech Corp | 3.2% | -31.3% | $89.0M |
| TWLOTwilio Inc | 3.0% | -42.9% | $82.5M |
| OKTAOkta Inc | 2.9% | — | $81.9M |
| FROGJfrog Ltd | 2.9% | -23.9% | $79.5M |
| SNSharkninja Inc | 2.7% | -50.0% | $76.1M |
| VFCV F Corp | 2.0% | +35.4% | $54.2M |
| NXSTNexstar Media Group Inc | 1.6% | +0.0% | $44.6M |
| LUVSouthwest Airls Co | 1.2% | — | $33.4M |
| USFDUS Foods Hldg Corp | 1.1% | — | $30.7M |
| SPCXSpace Exploration Techn Corp | 0.2% | — | $6.8M |
What Dorsal Capital Management, LP bought and sold in Q2 2026, against Q1 2026.
New positions
- LRCX Lam Research Corp6.2% of 13F
- OKTA Okta Inc2.9% of 13F
- LUV Southwest Airls Co1.2% of 13F
- USFD US Foods Hldg Corp1.1% of 13F
- SPCX Space Exploration Techn Corp0.2% of 13F
Added to
- SPOT Spotify Technology SA+71.4% shares
- AMZN Amazon Com Inc+39.5% shares
- VFC V F Corp+35.4% shares
- HD Home Depot Inc+20.0% shares
- SE Sea Ltd+17.0% shares
- FWONK Liberty Media Corp Del+16.0% shares
- MSFT Microsoft Corp+12.7% shares
- PLNT Planet Fitness Master Issuer+9.9% shares
Reduced
- SN Sharkninja Inc-50.0% shares
- TWLO Twilio Inc-42.9% shares
- SMTC Semtech Corp-31.3% shares
- FROG Jfrog Ltd-23.9% shares
- TSM Taiwan Semiconductor Manufac-21.4% shares
- CPNG Coupang Inc-5.1% shares
Sold out
- Z Zillow Group Incwas 4.0%
- ADSK Autodesk Incwas 3.3%
- NTNX Nutanix Incwas 2.0%
- ECHO EchoStar Corpwas 1.6%
- AAP Advance Auto Parts Incwas 1.5%
- WIX Wix Com Ltdwas 1.3%
- APP Applovin Corpwas 1.2%
- SPY State Str Spdr S&p 500 ETF Twas 0.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -14.5% /yr
- S&P 500 +20.1%
- 3 years
- +10.4% /yr
- S&P 500 +20.4%
- 5 years
- -1.2% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $2.8B | 22 |
| Q1 2026 | $2.5B | 25 |
| Q4 2025 | $2.8B | 20 |
| Q3 2025 | $3.7B | 23 |
| Q2 2025 | $3.5B | 23 |
| Q1 2025 | $3.1B | 23 |
| Q4 2024 | $3.3B | 22 |
| Q3 2024 | $3.1B | 19 |
| Q2 2024 | $2.9B | 21 |
| Q1 2024 | $3.0B | 24 |
| Q4 2023 | $3.1B | 22 |
| Q3 2023 | $2.8B | 23 |
Questions about Dorsal Capital Management, LP's portfolio
What stocks does Dorsal Capital Management, LP own?
Dorsal Capital Management, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 22 positions worth $2.8B. The largest are Amazon Com Inc (AMZN) at 11.4%, Taiwan Semiconductor Manufac (TSM) at 9.8%, Liberty Media Corp Del (FWONK) at 8.0%, Home Depot Inc (HD) at 7.6% and Lam Research Corp (LRCX) at 6.2%.
What did Dorsal Capital Management, LP buy last quarter?
In Q2 2026, Dorsal Capital Management, LP added a new position in Lam Research Corp (LRCX), a new position in Okta Inc (OKTA), a new position in Southwest Airls Co (LUV), a new position in US Foods Hldg Corp (USFD), a new position in Space Exploration Techn Corp (SPCX), Spotify Technology SA (SPOT) (+71.4% shares), Amazon Com Inc (AMZN) (+39.5% shares) and V F Corp (VFC) (+35.4% shares), compared with its Q1 2026 filing.
What did Dorsal Capital Management, LP sell last quarter?
In Q2 2026, Dorsal Capital Management, LP sold all of Zillow Group Inc (Z), sold all of Autodesk Inc (ADSK), sold all of Nutanix Inc (NTNX), sold all of EchoStar Corp (ECHO), sold all of Advance Auto Parts Inc (AAP), Sharkninja Inc (SN) (-50.0% shares), Twilio Inc (TWLO) (-42.9% shares) and Semtech Corp (SMTC) (-31.3% shares), compared with its Q1 2026 filing.
How has Dorsal Capital Management, LP's portfolio performed?
A portfolio copying Dorsal Capital Management, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -14.5% against +20.1%. Over 5 years: -1.2% a year against +11.6%.
When is Dorsal Capital Management, LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Dorsal Capital Management, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Dorsal Capital Management, LP manage?
Dorsal Capital Management, LP reported $6.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.8B.