SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Dorsal Capital Management, LP

CIK 0001547007 · 203 REDWOOD SHORES PARKWAY, SUITE 650, REDWOOD CITY, CA, 94065 · 650-610-1400

Reported Value
$4.2B
Q4 2024
Positions
26
Filings on Record
31
2019–present window
Filed
Feb 14, 2025
original filing

Summary

Dorsal Capital Management, Lp reported $4.2B in U.S.-listed holdings across 26 positions for Q4 2024.

Its largest position, AMZN, represents 9.2% of the portfolio.

Compared with Q3 2024, the fund opened 5 new positions and exited 1.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.4BQ4 ’18Q1 ’19: $1.5BQ2 ’19: $1.8BQ3 ’19: $1.7BQ4 ’19: $1.7BQ4 ’19Q1 ’20: $1.2BQ2 ’20: $1.6BQ3 ’20: $1.3BQ4 ’20: $1.7BQ4 ’20Q1 ’21: $2.0BQ2 ’21: $2.1BQ3 ’21: $2.0BQ4 ’21: $1.7BQ4 ’21Q1 ’22: $2.0BQ2 ’22: $1.5BQ3 ’22: $1.6BQ4 ’22: $1.68TQ4 ’22Q1 ’23: $3.1BQ2 ’23: $2.9BQ3 ’23: $2.9BQ4 ’23: $3.2BQ4 ’23Q1 ’24: $3.1BQ2 ’24: $2.9BQ3 ’24: $3.2BQ4 ’24: $4.2BQ4 ’24Q1 ’25: $3.3BQ2 ’25: $3.8BQ3 ’25: $3.7BQ4 ’25: $2.9BQ4 ’25Q1 ’26: $2.6Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.6B27May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.9B22Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$3.7B24Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$3.8B26Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.3B25May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$4.2B26Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$3.2B22Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.9B21Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$3.1B26May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$3.2B23Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.9B25Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.9B22Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$3.1B30May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.68T21Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.6B23Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.5B19Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.0B24May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.7B20Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.0B22Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.1B25Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$2.0B21May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.7B19Feb 17, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.3B19Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.6B23Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.2B19May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.7B21Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.7B19Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.8B22Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019REVEALED$1.5B23May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.4B22Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.