Dorsal Capital Management, LP Diversified Active

Location: Redwood City, CA

CIK: 0001547007 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $2.824B (100.0% shares, 0.0% debt)

Holdings (24)

AMZN AMAZON COM INC 11.2%

Value $316M Shares 1,325,001 Est. Cost — Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 9.6%

Value $272M Shares 570,000 Est. Cost — Unrealized —

FWONK LIBERTY MEDIA CORP DEL 7.9%

Value $224M Shares 2,350,000 Est. Cost — Unrealized —

HD HOME DEPOT INC 7.5%

Value $212M Shares 600,000 Est. Cost — Unrealized —

LRCX LAM RESEARCH CORP 6.1%

Value $173M Shares 400,000 Est. Cost — Unrealized —

SPOT SPOTIFY TECHNOLOGY S A 5.9%

Value $165M Shares 360,000 Est. Cost — Unrealized —

BURL BURLINGTON STORES INC 5.6%

Value $158M Shares 500,000 Est. Cost — Unrealized —

SE SEA LTD 5.3%

Value $149M Shares 1,550,000 Est. Cost — Unrealized —

PLNT PLANET FITNESS MASTER ISSUER 5.1%

Value $145M Shares 2,775,000 Est. Cost — Unrealized —

MSFT MICROSOFT CORP 4.7%

Value $132M Shares 355,000 Est. Cost — Unrealized —

CPNG COUPANG INC 4.6%

Value $130M Shares 7,500,000 Est. Cost — Unrealized —

META META PLATFORMS INC 4.4%

Value $124M Shares 220,000 Est. Cost — Unrealized —

SMTC SEMTECH CORP 3.2%

Value $89.02M Shares 550,000 Est. Cost — Unrealized —

TWLO TWILIO INC 2.9%

Value $82.53M Shares 400,000 Est. Cost — Unrealized —

OKTA OKTA INC 2.9%

Value $81.87M Shares 600,000 Est. Cost — Unrealized —

FROG JFROG LTD 2.8%

Value $79.52M Shares 875,000 Est. Cost — Unrealized —

SN SHARKNINJA INC 2.7%

Value $76.14M Shares 500,000 Est. Cost — Unrealized —

VFC V F CORP 1.9%

Value $54.21M Shares 3,250,000 Est. Cost — Unrealized —

NXST NEXSTAR MEDIA GROUP INC 1.6%

Value $44.65M Shares 250,000 Est. Cost — Unrealized —

CPNG COUPANG INC 1.2%

Value $34.74M Shares 2,000,000 Est. Cost — Unrealized —

LUV SOUTHWEST AIRLS CO 1.2%

Value $33.42M Shares 650,000 Est. Cost — Unrealized —

USFD US FOODS HLDG CORP 1.1%

Value $30.68M Shares 300,000 Est. Cost — Unrealized —

RCAT RED CAT HLDGS INC 0.4%

Value $10.65M Shares 1,000,000 Est. Cost — Unrealized —

SPCX SPACE EXPLORATION TECHN CORP 0.2%

Value $6.834M Shares 40,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	1,325,001	$316M	11.2%	—	—	COM	023135106
TSM	TAIWAN SEMICONDUCTOR MANUFAC	570,000	$272M	9.6%	—	—	SPONSORED ADS	874039100
FWONK	LIBERTY MEDIA CORP DEL	2,350,000	$224M	7.9%	—	—	COM LBTY ONE S C	531229755
HD	HOME DEPOT INC	600,000	$212M	7.5%	—	—	COM	437076102
LRCX	LAM RESEARCH CORP	400,000	$173M	6.1%	—	—	COM NEW	512807306
SPOT	SPOTIFY TECHNOLOGY S A	360,000	$165M	5.9%	—	—	SHS	L8681T102
BURL	BURLINGTON STORES INC	500,000	$158M	5.6%	—	—	COM	122017106
SE	SEA LTD	1,550,000	$149M	5.3%	—	—	SPONSORD ADS	81141R100
PLNT	PLANET FITNESS MASTER ISSUER	2,775,000	$145M	5.1%	—	—	CL A	72703H101
MSFT	MICROSOFT CORP	355,000	$132M	4.7%	—	—	COM	594918104
CPNG	COUPANG INC	7,500,000	$130M	4.6%	—	—	CL A	22266T109
META	META PLATFORMS INC	220,000	$124M	4.4%	—	—	CL A	30303M102
SMTC	SEMTECH CORP	550,000	$89.02M	3.2%	—	—	COM	816850101
TWLO	TWILIO INC	400,000	$82.53M	2.9%	—	—	CL A	90138F102
OKTA	OKTA INC	600,000	$81.87M	2.9%	—	—	CL A	679295105
FROG	JFROG LTD	875,000	$79.52M	2.8%	—	—	ORD SHS	M6191J100
SN	SHARKNINJA INC	500,000	$76.14M	2.7%	—	—	COM SHS	G8068L108
VFC	V F CORP	3,250,000	$54.21M	1.9%	—	—	COM	918204108
NXST	NEXSTAR MEDIA GROUP INC	250,000	$44.65M	1.6%	—	—	COMMON STOCK	65336K103
CPNG	COUPANG INC	2,000,000	$34.74M	1.2%	—	—	Call	22266T109
LUV	SOUTHWEST AIRLS CO	650,000	$33.42M	1.2%	—	—	COM	844741108
USFD	US FOODS HLDG CORP	300,000	$30.68M	1.1%	—	—	COM	912008109
RCAT	RED CAT HLDGS INC	1,000,000	$10.65M	0.4%	—	—	Call	75644T100
SPCX	SPACE EXPLORATION TECHN CORP	40,000	$6.834M	0.2%	—	—	CLASS A COM STK	84615Q103