Dorsal Capital Management, LP / PLNT
Dorsal Capital Management, LP’s Planet Fitness Master Issuer Position
Does Dorsal Capital Management, LP own Planet Fitness Master Issuer (PLNT)? Yes — 2.52M shares worth $188M (+7.30% of its 13F portfolio) as of Q1 2026, down from 2.75M shares the prior filed quarter.
Position Value
$188M
Q1 2026
Shares
2.52M
% of Portfolio
+7.30%
Quarters Held
13
currently held
Position History PLNT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.52M | $188M | +7.30% |
| Q4 2025 | 2.75M | $298M | +10.37% |
| Q3 2025 | 2.33M | $241M | +6.44% |
| Q2 2025 | 2.48M | $270M | +7.20% |
| Q1 2025 | 2.30M | $222M | +6.79% |
| Q4 2024 | 2.00M | $198M | +4.67% |
| Q3 2024 | 2.95M | $240M | +7.43% |
| Q2 2024 | 2.91M | $214M | +7.36% |
| Q1 2024 | 2.70M | $169M | +5.52% |
| Q4 2023 | 2.50M | $183M | +5.63% |
| Q2 2023 | 1.25M | $84M | +2.91% |
| Q1 2023 | 850.0K | $66M | +2.11% |
| Q4 2020 | 825.0K | $64M | +3.71% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dorsal Capital Management, LP’s full portfolio or all institutional holders of PLNT.