HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMAZON COM INC |
$490,006 | ||
| AMZN | 2,225,000 | -50,000 | $338,066 |
| Call | 1,000,000 | +1,000,000 | $151,940 |
 META PLATFORMS INC |
1,030,000 | +5,000 | $364,579 |
| META | 1,030,000 | +5,000 | $364,579 |
| MICROSOFT CORP |
900,000 | -10,000 | $338,436 |
| MSFT | 900,000 | -10,000 | $338,436 |
| US FOODS HLDG CORP |
5,000,000 | +100,000 | $227,050 |
| USFD | 5,000,000 | +100,000 | $227,050 |
| SALESFORCE INC |
800,000 | UNCH | $210,512 |
| CRM | 800,000 | UNCH | $210,512 |
| RESTAURANT BRANDS INTL INC |
2,500,000 | -100,000 | $195,325 |
| QSR | 2,500,000 | -100,000 | $195,325 |
| PLANET FITNESS INC |
2,500,000 | +2,500,000 | $182,500 |
| PLNT | 2,500,000 | +2,500,000 | $182,500 |
| ZILLOW GROUP INC |
3,050,000 | -250,000 | $176,473 |
| Z | 3,050,000 | -250,000 | $176,473 |
| MERCADOLIBRE INC |
100,000 | -5,000 | $157,154 |
| MELI | 100,000 | -5,000 | $157,154 |
| SMARTSHEET INC |
3,225,000 | +125,000 | $154,220 |
| SMAR | 3,225,000 | +125,000 | $154,220 |
| BURLINGTON STORES INC |
625,000 | -100,000 | $121,550 |
| BURL | 625,000 | -100,000 | $121,550 |
| FIVE BELOW INC |
450,000 | -300,000 | $95,922 |
| FIVE | 450,000 | -300,000 | $95,922 |
| V F CORP |
4,800,000 | -350,000 | $90,240 |
| VFC | 4,800,000 | -350,000 | $90,240 |
| TWILIO INC |
1,150,000 | +50,000 | $87,250 |
| TWLO | 1,150,000 | +50,000 | $87,250 |
| EPAM SYS INC |
275,000 | -50,000 | $81,768 |
| EPAM | 275,000 | -50,000 | $81,768 |
| LYFT INC |
4,400,000 | -1,200,000 | $65,956 |
| LYFT | 4,400,000 | -1,200,000 | $65,956 |
| MONGODB INC |
160,000 | -40,000 | $65,416 |
| MDB | 160,000 | -40,000 | $65,416 |
| LIBERTY MEDIA CORP DEL |
700,000 | +700,000 | $44,191 |
| FWONK | 700,000 | +700,000 | $44,191 |
| DOLLAR TREE INC |
250,000 | +250,000 | $35,512 |
| DLTR | 250,000 | +250,000 | $35,512 |
| UNDER ARMOUR INC |
2,500,000 | -500,000 | $20,875 |
| UA | 2,500,000 | -500,000 | $20,875 |
| POOL CORP |
50,000 | UNCH | $19,936 |
| POOL | 50,000 | UNCH | $19,936 |
See Full List: All Stocks Held By Dorsal Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Dorsal Capital Management LP
|
Size ($ in 1000's)
At 12/31/2023: $3,243,553 At 09/30/2023: $2,927,657 Dorsal Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Dorsal Capital Management LP 13F filings. Link to 13F filings: SEC filings |
