Dorsal Capital Management, LP Diversified Active

Location: Redwood City, CA

CIK: 0001547007 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $2.877B (100.0% shares, 0.0% debt)

Holdings (22)

PLNT PLANET FITNESS INC 10.4%

Value $298M Shares 2,750,000 Est. Cost $74.79 Unrealized +37.6%

TSM TAIWAN SEMICONDUCTOR MFG LTD 9.8%

Value $281M Shares 925,000 Est. Cost $183.40 Unrealized —

MSFT MICROSOFT CORP 9.1%

Value $261M Shares 540,000 Est. Cost $327.28 Unrealized +52.9%

Z ZILLOW GROUP INC 6.9%

Value $200M Shares 2,925,000 Est. Cost $55.85 Unrealized +29.7%

HD HOME DEPOT INC 6.0%

Value $172M Shares 500,000 Est. Cost $349.36 Unrealized +4.4%

CPNG COUPANG INC 5.9%

Value $171M Shares 7,250,000 Est. Cost $18.91 Unrealized +50.5%

WIX WIX COM LTD 5.6%

Value $161M Shares 1,550,000 Est. Cost $142.18 Unrealized -15.0%

FLUT FLUTTER ENTMT PLC 5.4%

Value $156M Shares 725,000 Est. Cost $218.33 Unrealized +3.0%

META META PLATFORMS INC 5.0%

Value $145M Shares 220,000 Est. Cost $248.30 Unrealized +168.8%

BURL BURLINGTON STORES INC 4.8%

Value $137M Shares 475,000 Est. Cost $222.35 Unrealized +22.0%

SE SEA LTD 4.8%

Value $137M Shares 1,075,000 Est. Cost $110.89 Unrealized —

ADSK AUTODESK INC 4.1%

Value $118M Shares 400,000 Est. Cost $292.88 Unrealized +3.3%

SN SHARKNINJA INC 3.9%

Value $112M Shares 1,000,000 Est. Cost $103.31 Unrealized -4.6%

FWONK LIBERTY MEDIA CORP DEL 3.9%

Value $111M Shares 1,125,000 Est. Cost $70.17 Unrealized —

NTNX NUTANIX INC 2.9%

Value $82.7M Shares 1,600,000 Est. Cost $69.11 Unrealized -11.6%

TWLO TWILIO INC 2.7%

Value $78.23M Shares 550,000 Est. Cost $123.87 Unrealized 0.0%

APP APPLOVIN CORP 2.3%

Value $67.38M Shares 100,000 Est. Cost $373.16 Unrealized +68.9%

NXST NEXSTAR MEDIA GROUP INC 2.3%

Value $65.99M Shares 325,000 Est. Cost $191.37 Unrealized +0.8%

MNDY MONDAY COM LTD 2.2%

Value $62.71M Shares 425,000 Est. Cost $260.27 Unrealized -35.3%

AAP ADVANCE AUTO PARTS INC 1.0%

Value $27.51M Shares 700,000 Est. Cost $63.18 Unrealized -21.2%

CALM CAL MAINE FOODS INC 0.8%

Value $23.87M Shares 300,000 Est. Cost — Unrealized —

CALM CAL MAINE FOODS INC 0.3%

Value $7.957M Shares 100,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PLNT	PLANET FITNESS INC	2,750,000	$298M	10.4%	$74.79	+37.6%	CL A	72703H101
TSM	TAIWAN SEMICONDUCTOR MFG LTD	925,000	$281M	9.8%	$183.40	—	SPONSORED ADS	874039100
MSFT	MICROSOFT CORP	540,000	$261M	9.1%	$327.28	+52.9%	COM	594918104
Z	ZILLOW GROUP INC	2,925,000	$200M	6.9%	$55.85	+29.7%	CL C CAP STK	98954M200
HD	HOME DEPOT INC	500,000	$172M	6.0%	$349.36	+4.4%	COM	437076102
CPNG	COUPANG INC	7,250,000	$171M	5.9%	$18.91	+50.5%	CL A	22266T109
WIX	WIX COM LTD	1,550,000	$161M	5.6%	$142.18	-15.0%	SHS	M98068105
FLUT	FLUTTER ENTMT PLC	725,000	$156M	5.4%	$218.33	+3.0%	SHS	G3643J108
META	META PLATFORMS INC	220,000	$145M	5.0%	$248.30	+168.8%	CL A	30303M102
BURL	BURLINGTON STORES INC	475,000	$137M	4.8%	$222.35	+22.0%	COM	122017106
SE	SEA LTD	1,075,000	$137M	4.8%	$110.89	—	SPONSORD ADS	81141R100
ADSK	AUTODESK INC	400,000	$118M	4.1%	$292.88	+3.3%	COM	052769106
SN	SHARKNINJA INC	1,000,000	$112M	3.9%	$103.31	-4.6%	COM SHS	G8068L108
FWONK	LIBERTY MEDIA CORP DEL	1,125,000	$111M	3.9%	$70.17	—	COM LBTY ONE S C	531229755
NTNX	NUTANIX INC	1,600,000	$82.7M	2.9%	$69.11	-11.6%	CL A	67059N108
TWLO	TWILIO INC	550,000	$78.23M	2.7%	$123.87	0.0%	CL A	90138F102
APP	APPLOVIN CORP	100,000	$67.38M	2.3%	$373.16	+68.9%	COM CL A	03831W108
NXST	NEXSTAR MEDIA GROUP INC	325,000	$65.99M	2.3%	$191.37	+0.8%	COMMON STOCK	65336K103
MNDY	MONDAY COM LTD	425,000	$62.71M	2.2%	$260.27	-35.3%	SHS	M7S64H106
AAP	ADVANCE AUTO PARTS INC	700,000	$27.51M	1.0%	$63.18	-21.2%	COM	00751Y106
CALM	CAL MAINE FOODS INC	300,000	$23.87M	0.8%	—	—	Call	128030202
CALM	CAL MAINE FOODS INC	100,000	$7.957M	0.3%	—	—	Put	128030202