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Dorsal Capital Management, LP - Portfolio Stock Holdings

Dorsal Capital Management, LP disclosed 27 stock positions in a recent SEC 13F filing. $2,496,616,043 of stock holdings were filed, with the largest holdings including TSM, AMZN, and PLNT. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $6,190,855,805 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

27

Est. Stock Holding Value:

$2,496,616,043

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Dorsal Capital Management, LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Dorsal Capital Management, LP

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.