All Stocks Held By Dorsal Capital Management LLC

As of 12/31/2023, we find all stocks held by Dorsal Capital Management LP to be as follows, presented in the table below with each row detailing each Dorsal Capital Management LP position, ordered by largest to smallest position size. The all-stocks-held-by-Dorsal Capital Management LP table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Dorsal Capital Management LP as of the latest filing.

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
CROCS INC	200,000	+0	$18,682
CROX	200,000	UNCH	$18,682
ACTIVISION BLIZZARD INC			$0 (exited)
ATVI	0	-1,764,455	$0
FRONTIER COMMUNICATIONS PARE			$0 (exited)
FYBR	0	-2,000,000	$0
PALANTIR TECHNOLOGIES INC			$0 (exited)
Call	0	-500,000	$0
INVESCO QQQ TR			$0 (exited)
Put	0	-300,000	$0
SYSCO CORP			$0 (exited)
SYY	0	-100,000	$0
WALMART INC	0	-900,000	$0 (exited)
WMT	0	-900,000	$0

See Summary: Dorsal Capital Management LP Top Holdings
See Details: Top 10 Stocks Held By Dorsal Capital Management LP

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
PLNT	+2,500,000	+$182,500
FWONK	+700,000	+$44,191
DLTR	+250,000	+$35,512

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
ATVI	-1,764,455	-$165,206
WMT	-900,000	-$143,937
FYBR	-2,000,000	-$31,300
PLTR	-500,000	-$8,000
SYY	-100,000	-$6,605
QQQ	+300,000	+$107,481

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
AMZN	+950,000	+$200,808
SMAR	+125,000	+$28,794
USFD	+100,000	+$32,520
TWLO	+50,000	+$22,867
META	+5,000	+$56,864
CRM	UNCH	+$48,288
POOL	UNCH	+$2,131
CROX	UNCH	+$1,036
MELI	-5,000	+$24,027
MSFT	-10,000	+$51,104

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
LYFT	-1,200,000	+$6,932
UA	-500,000	+$1,735
VFC	-350,000	-$760
FIVE	-300,000	-$24,753
Z	-250,000	+$24,145
BURL	-100,000	+$23,458
QSR	-100,000	+$22,113
EPAM	-50,000	-$1,331
MDB	-40,000	-$3,756

Dorsal Capital Management LP Info

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

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