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Jeff Barnett

Dorsal Capital Management, Lp

Assets Managed
$2.573B
Holdings
27
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-10.58%(2Q avg: -16.89%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dorsal Capital Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 27 positions.

Assets under management

The assets under management (AUM) of Dorsal Capital Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.573B in assets, with a quarterly growth rate of -10.58% and a 2-quarter average growth rate of -16.89%. The portfolio is managed by Jeff Barnett, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -21.62%
9.53%
$245.014M
725,000 shares@ $337.95 avg price
AMZN
Amazon.com Inc
Recent Activity
New Position
7.7%
$197.857M
950,001 shares@ $208.27 avg price
PLNT
Planet Fitness Inc - Cl A
Recent Activity
Decreased -8.18%
7.31%
$187.81M
2.525M shares@ $74.38 avg price
FWONK
Liberty Media Corp-lib-new-c
Recent Activity
Increased 80%
6.7%
$172.166M
2.025M shares@ $85.02 avg price
HD
Home Depot Inc
Recent Activity
6.4%
$164.445M
500,000 shares@ $328.89 avg price
BURL
Burlington Stores Inc
Recent Activity
Increased 5.27%
6.33%
$162.69M
500,000 shares@ $325.38 avg price
CPNG
Coupang Inc
Recent Activity
Increased 8.97%
5.8%
$149.152M
7.9M shares@ $18.88 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -4.54%
4.68%
$120.147M
210,000 shares@ $572.13 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -41.66%
4.54%
$116.604M
315,000 shares@ $370.17 avg price
SE
Sea Ltd-adr
Recent Activity
Increased 23.26%
4.27%
$109.723M
1.325M shares@ $82.81 avg price

1-10 of 27