Dorsal Capital Management, LLC

报告期 2026-03-31 · CIK 0001547007

持仓数

前50大市值合计

$2.57B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

22Q1 调仓2021-12-31 → 2022-03-31 · 共 26 项建仓 8增持 8减持 5清仓 5

方向

标的

Δ市值

现股数(环比)

建仓

UA UNDER ARMOUR INC

+$155.6M

10,000,000

增持

AMZN AMAZON COM INC

+$152.4M

103,000 +87%

建仓

WMT WALMART INC

+$134.0M

900,000

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

清仓

COST COSTCO WHSL CORP NEW

-$85.2M

0 -100%

清仓

SNAP SNAP INC

-$72.9M

0 -100%

建仓

APP APPLOVIN CORP

+$63.3M

1,150,000

清仓

TWLO TWILIO INC

-$60.6M

0 -100%

建仓

MELI MERCADOLIBRE INC

+$59.5M

50,000

减持

MSFT MICROSOFT CORP

-$56.7M

525,000 -19%

建仓

— ZENDESK INC

+$54.1M

450,000

减持

— ANAPLAN INC

-$40.9M

252,757 -80%

建仓

— QUALTRICS INTL INC

+$40.0M

1,400,000

增持

FIVN FIVE9 INC

+$28.6M

850,000 +79%

增持

BURL BURLINGTON STORES INC

+$16.4M

450,000 +100%

减持

— DISH NETWORK CORPORATION

-$15.7M

1,450,000 -24%

增持

— SMARTSHEET INC

+$15.0M

1,900,000 +65%

建仓

HOOD ROBINHOOD MKTS INC

+$13.5M

1,000,000

增持

DT DYNATRACE INC

+$12.3M

1,350,000 +59%

增持

DOMO DOMO INC

+$8.3M

850,000 +21%

增持

Z ZILLOW GROUP INC

+$6.7M

2,850,000 +36%

增持

— KKR ACQUISITION HOLDING I CO

+$5.2M

2,538,928 +25%

减持

— HASHICORP INC

-$5.1M

75,000 -25%

清仓

— BIG 5 SPORTING GOODS CORP

-$3.8M

0 -100%

建仓

BB BLACKBERRY LTD

+$3.7M

500,000

减持

USFD US FOODS HLDG CORP

-$3.1M

3,250,000 -10%