Investor

Dorsal Capital Management, LP

Portfolio Total Value

$3,204,840,000.00

Number of Stocks

20

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
AMZN $389,417,000.0 12.15%
Reduced 10.13%
1,775,000 $219.39 $244.39
Added 11.4%
$151.61 $235.44
WIX $305,733,000.0 9.54%
Added 1.79%
1,425,000 $214.55 $42.49
Reduced 80.2%
$117.58 $246.83
Z $248,067,000.0 7.74%
Added 4.69%
3,350,000 $74.05 $32.11
Reduced 56.64%
$38.45 $86.88
USFD $236,110,000.0 7.37%
Reduced 22.22%
3,500,000 $67.46 $91.91
Added 36.24%
$44.82 $72.84
MSFT $208,642,000.0 6.51%
Added 16.47%
495,000 $421.5 $379.4
Reduced 9.99%
$385.58 $468.35
PLNT $197,740,000.0 6.17%
Reduced 32.2%
2,000,000 $98.87 $52.98
Reduced 46.41%
$54.35 $108.12
FB $166,870,000.0 5.21%
Reduced 28.75%
285,000 $585.51 $44.64
Reduced 92.38%
$0.0 $0.0
CPNG $159,355,000.0 4.97%
Added 0.69%
7,250,000 $21.98 $18.0
Reduced 18.11%
$13.51 $26.91
SE $151,192,000.0 4.72%
Added 42.5%
1,425,000 $106.1 $91.28
Reduced 13.97%
$38.11 $119.47
BURL $146,805,000.0 4.58%
Added 28.75%
515,000 $285.06 $336.95
Added 18.2%
$174.64 $298.89
$135,686,000.0 4.23%
Reduced 27.59%
525,000 $258.45 $nan
Reduced nan%
$nan $nan
HD $126,421,000.0 3.94%
Reduced 7.14%
325,000 $388.99 $334.28
Reduced 14.06%
$323.77 $439.37
DT $122,287,000.0 3.82%
Added 2.27%
2,250,000 $54.35 $41.42
Reduced 23.79%
$39.42 $61.41
HUBS $111,483,000.0 3.48%
Added 6.67%
160,000 $696.77 $176.03
Reduced 74.74%
$434.84 $762.47
QSR $110,806,000.0 3.46%
Reduced 10.53%
1,700,000 $65.18 $73.44
Added 12.67%
$60.03 $83.29
AVGO $92,736,000.0 2.89%
Reduced 46.67%
400,000 $231.84 $411.35
Added 77.43%
$117.43 $251.88
APH $90,285,000.0 2.82%
Reduced 23.53%
1,300,000 $69.45 $163.96
Added 136.08%
$49.38 $75.78
ADSK $88,671,000.0 2.77%
No Change
300,000 $295.57 $193.82
Reduced 34.43%
$195.32 $326.62
TSM $88,870,000.0 2.77%
No Change
450,000 $197.49 $462.12
Added 134.0%
$112.61 $224.08
AAP $27,664,000.0 0.86%
Reduced 22.0%
585,000 $47.29 $60.1
Added 27.09%
$35.59 $88.56

Put Options

Stock Options % Change
AAPL 1,500,000 0.0%
PLTR 1,000,000 Reduced 50.0%
QQQ 750,000 0.0%

Call Options

Stock Options % Change
AUR 1,000,000 0.0%
SE 700,000 Added 40.0%