Dorsal Capital Management, LP
13F filer · CIK 1547007 · Redwood City, CA
Summary
Dorsal Capital Management, LP reported $2.82B across 24 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are AMZN (11.2%), TSM (9.6%), FWONK (7.9%). Versus 2026 Q1, leaving options aside, it opened 5 new positions, added to 9, trimmed 6 and sold out of 8.
Reported value$2.82B
Positions24incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions5
Added9
Trimmed6
Sold out8
Top 22 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 11.2%Value $315.80MPrice $246.67Shares 1.33M +39.47%Since Jun 30 +3.50%
Weight 9.6%Value $272.21MPrice $452.88Shares 570K -21.38%Since Jun 30 -5.17%
Weight 7.9%Value $223.58MPrice $94.86Shares 2.35M +16.05%Since Jun 30 -0.29%
Weight 7.5%Value $211.61MPrice $289.89Shares 600K +20.00%Since Jun 30 -17.80%
Weight 6.1%Value $173.33MPrice $314.47Shares 400KSince Jun 30 -27.43%
Weight 5.9%Value $165.29MPrice $497.51Shares 360K +71.43%Since Jun 30 +8.36%
Weight 5.6%Value $158.40MPrice $270.05Shares 500KSince Jun 30 -14.76%
Weight 5.3%Value $148.54MPrice $98.91Shares 1.55M +16.98%Since Jun 30 +3.21%
Weight 5.1%Value $144.77MPrice $40.50Shares 2.77M +9.90%Since Jun 30 -22.37%
Weight 4.7%Value $132.42MPrice $509.22Shares 355K +12.70%Since Jun 30 +36.51%
Weight 4.6%Value $130.28MPrice $13.75Shares 7.50M -5.06%Since Jun 30 -20.84%
Weight 4.4%Value $123.92MPrice $715.62Shares 220K +4.76%Since Jun 30 +27.04%
Weight 3.2%Value $89.02MPrice $174.78Shares 550K -31.25%Since Jun 30 +7.99%
Weight 2.9%Value $82.53MPrice $286.98Shares 400K -42.86%Since Jun 30 +39.09%
Weight 2.9%Value $81.87MPrice $202.18Shares 600KSince Jun 30 +48.17%
Weight 2.8%Value $79.52MPrice $88.81Shares 875K -23.91%Since Jun 30 -2.28%
Weight 2.7%Value $76.14MPrice $181.99Shares 500K -50.00%Since Jun 30 +19.52%
Weight 1.9%Value $54.21MPrice $14.42Shares 3.25M +35.42%Since Jun 30 -13.55%
Weight 1.6%Value $44.65MPrice $161.78Shares 250KSince Jun 30 -9.41%
Weight 1.2%Value $33.42MPrice $42.28Shares 650KSince Jun 30 -17.78%
Weight 1.1%Value $30.68MPrice $93.72Shares 300KSince Jun 30 -8.34%
Weight 0.2%Value $6.83MPrice $145.47Shares 40KSince Jun 30 -14.86%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 11.2% | $315.80M | +3.50% | +39.47% | Add | |
| 9.6% | $272.21M | -5.17% | -21.38% | Trim | |
| 7.9% | $223.58M | -0.29% | +16.05% | Add | |
| 7.5% | $211.61M | -17.80% | +20.00% | Add | |
| 6.1% | $173.33M | -27.43% | — | New | |
| 5.9% | $165.29M | +8.36% | +71.43% | Add | |
| 5.6% | $158.40M | -14.76% | — | Hold | |
| 5.3% | $148.54M | +3.21% | +16.98% | Add | |
| 5.1% | $144.77M | -22.37% | +9.90% | Add | |
| 4.7% | $132.42M | +36.51% | +12.70% | Add | |
| 4.6% | $130.28M | -20.84% | -5.06% | Trim | |
| 4.4% | $123.92M | +27.04% | +4.76% | Add | |
| 3.2% | $89.02M | +7.99% | -31.25% | Trim | |
| 2.9% | $82.53M | +39.09% | -42.86% | Trim | |
| 2.9% | $81.87M | +48.17% | — | New | |
| 2.8% | $79.52M | -2.28% | -23.91% | Trim | |
| 2.7% | $76.14M | +19.52% | -50.00% | Trim | |
| 1.9% | $54.21M | -13.55% | +35.42% | Add | |
| 1.6% | $44.65M | -9.41% | — | Hold | |
| 1.2% | $33.42M | -17.78% | — | New | |
| 1.1% | $30.68M | -8.34% | — | New | |
| 0.2% | $6.83M | -14.86% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.