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Dorsal Capital Management, LP
upravljavec premoženja · portfelj $2.82 mrd. · 24 pozicij · poročilo na dan 30.06.2026
Pozicije v Delnicah poročilo za 30.06.2026, oddano 14.08.2026; sprememba — v primerjavi z 31.03.2026 · 30
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v Četrtletju |
|---|---|---|---|---|
| Amazon.com, Inc. US:AMZN | 1 325 001 | $316 mio. | 11.36% | +375 000 |
| Taiwan Semiconductor Manufac… US:TSM | 570 000 | $272 mio. | 9.80% | −155 000 |
| Liberty Media Corporation Se… US:FWONK | 2 350 000 | $224 mio. | 8.05% | +325 000 |
| The Home Depot Inc US:HD | 600 000 | $212 mio. | 7.61% | +100 000 |
| Lam Research Corp US:LRCX | 400 000 | $173 mio. | 6.24% | nova |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 360 000 | $165 mio. | 5.95% | +150 000 |
| Burlington Stores Inc US:BURL | 500 000 | $158 mio. | 5.70% | — |
| Sea Ltd US:SE | 1 550 000 | $149 mio. | 5.34% | +225 000 |
| Planet Fitness Inc US:PLNT | 2 775 000 | $145 mio. | 5.21% | +250 000 |
| Microsoft Corporation US:MSFT | 355 000 | $132 mio. | 4.77% | +40 000 |
| Coupang LLC US:CPNG | 7 500 000 | $130 mio. | 4.69% | −400 000 |
| Meta Platforms, Inc. US:META | 220 000 | $124 mio. | 4.46% | +10 000 |
| SEMTECH CORP US:SMTC | 550 000 | $89.0 mio. | 3.20% | −250 000 |
| Twilio Inc US:TWLO | 400 000 | $82.5 mio. | 2.97% | −300 000 |
| Okta, Inc. US:OKTA | 600 000 | $81.9 mio. | 2.95% | nova |
| JFROG LTD CUSIP M6191J100 | 875 000 | $79.5 mio. | 2.86% | −275 000 |
| SHARKNINJA INC CUSIP G8068L108 | 500 000 | $76.1 mio. | 2.74% | −500 000 |
| VF Corporation US:VFC | 3 250 000 | $54.2 mio. | 1.95% | +850 000 |
| Nexstar Broadcasting Group I… US:NXST | 250 000 | $44.6 mio. | 1.61% | — |
| Southwest Airlines Company US:LUV | 650 000 | $33.4 mio. | 1.20% | nova |
| US Foods Holding Corp US:USFD | 300 000 | $30.7 mio. | 1.10% | nova |
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 40 000 | $6.83 mio. | 0.25% | nova |
| Advance Auto Parts Inc US:AAP | 0 (bilo je 700 000) | — | — | prodana |
| Applovin Corp US:APP | 0 (bilo je 75 000) | — | — | prodana |
| Autodesk Inc US:ADSK | 0 (bilo je 350 000) | — | — | prodana |
| EchoStar Corporation US:ECHO | 0 (bilo je 350 000) | — | — | prodana |
| Nutanix, Inc. US:NTNX | 0 (bilo je 1 300 000) | — | — | prodana |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 0 (bilo je 28 370) | — | — | prodana |
| Zillow Group Inc Class C US:Z | 0 (bilo je 2 450 000) | — | — | prodana |
| WIX COM LTD CUSIP M98068105 | 0 (bilo je 350 000) | — | — | prodana |
V podjetjih iz naše baze podatkov 1
| Podjetje | Delež | Delnice | Datum Poročila |
|---|---|---|---|
| Planet Fitness Inc | 3.69% | 2 775 000 | 2026-06-30 |
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