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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 25 项建仓 3增持 6减持 10清仓 6

方向

标的

Δ市值

现股数(环比)

建仓

AVGO BROADCOM INC

+$112.4M

70,000

清仓

FIVE FIVE BELOW INC

-$108.8M

0 -100%

减持

META META PLATFORMS INC

-$89.5M

410,000 -33%

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。

减持

AMZN AMAZON COM INC

-$72.7M

1,800,000 -23%

减持

CRM SALESFORCE INC

-$71.6M

600,000 -20%

建仓

HD HOME DEPOT INC

+$68.8M

200,000

减持

MSFT MICROSOFT CORP

-$65.6M

545,000 -26%

增持

— WIX COM LTD

+$62.4M

1,300,000 +24%

清仓

LYFT LYFT INC

-$48.4M

0 -100%

增持

PLNT PLANET FITNESS INC

+$44.8M

2,907,193 +8%

减持

Z ZILLOW GROUP INC

-$44.5M

3,100,000 -20%

建仓

HUBS HUBSPOT INC

+$44.2M

75,000

增持

CPNG COUPANG INC

+$41.2M

6,000,000 +26%

增持

DT DYNATRACE INC

+$41.1M

1,750,000 +119%

增持

AAP ADVANCE AUTO PARTS INC

+$38.2M

1,250,000 +160%

增持

MELI MERCADOLIBRE INC

+$38.0M

87,500 +25%

清仓

CROX CROCS INC

-$28.8M

0 -100%

清仓

POOL POOL CORP

-$20.2M

0 -100%

减持

QSR RESTAURANT BRANDS INTL INC

-$17.0M

1,700,000 -1%

减持

USFD US FOODS HLDG CORP

-$6.0M

4,650,000 -1%

减持

— SMARTSHEET INC

+$5.5M

2,875,000 -9%

减持

FWONK LIBERTY MEDIA CORP DEL

+$4.2M

1,200,000 -4%

清仓

SHLS SHOALS TECHNOLOGIES GROUP IN

-$3.4M

0 -100%

减持

BURL BURLINGTON STORES INC

-$2.3M

450,000 -5%