Dorsal Capital Management, LP
Redwood City CA · SEC CIK 0001547007
$28.24亿2026Q2 申报市值
24持仓数
68.9%前十大占比 · 第一大 11.2%
7 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LRCX 新建仓+$1.73亿
AMZN 加仓+$8,937.75万
OKTA 新建仓+$8,187.00万
SPOT 加仓+$6,886.95万
HD 加仓+$3,526.80万
2026Q2 卖出最多 按季末市值估算
Z 清仓-$1.01亿
ADSK 清仓-$8,379.00万
SN 减仓-$7,613.50万
TSM 减仓-$7,402.34万
TWLO 减仓-$6,189.90万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $3.16亿 | 11.18% | 1,325,001 | 375,000 | 39.5% | $8,937.75万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.72亿 | 9.64% | 570,000 | -155,000 | -21.4% | -$7,402.34万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $2.24亿 | 7.92% | 2,350,000 | 325,000 | 16.0% | $3,092.05万 | 加仓 |
| HD | HOME DEPOT INC | $2.12亿 | 7.49% | 600,000 | 100,000 | 20.0% | $3,526.80万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.73亿 | 6.14% | 400,000 | 400,000 | — | $1.73亿 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.65亿 | 5.85% | 360,000 | 150,000 | 71.4% | $6,886.95万 | 加仓 |
| BURL | BURLINGTON STORES INC | $1.58亿 | 5.61% | 500,000 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $1.49亿 | 5.26% | 1,550,000 | 225,000 | 17.0% | $2,156.18万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $1.45亿 | 5.13% | 2,775,000 | 250,000 | 9.9% | $1,304.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.32亿 | 4.69% | 355,000 | 40,000 | 12.7% | $1,492.08万 | 加仓 |
| CPNG | COUPANG INC | $1.30亿 | 4.61% | 7,500,000 | -400,000 | -5.1% | -$694.80万 | 减仓 |
| META | META PLATFORMS INC | $1.24亿 | 4.39% | 220,000 | 10,000 | 4.8% | $563.29万 | 加仓 |
| SMTC | SEMTECH CORP | $8,901.75万 | 3.15% | 550,000 | -250,000 | -31.2% | -$4,046.25万 | 减仓 |
| TWLO | TWILIO INC | $8,253.20万 | 2.92% | 400,000 | -300,000 | -42.9% | -$6,189.90万 | 减仓 |
| OKTA | OKTA INC | $8,187.00万 | 2.90% | 600,000 | 600,000 | — | $8,187.00万 | 新建仓 |
| FROG | JFROG LTD | $7,952.00万 | 2.82% | 875,000 | -275,000 | -23.9% | -$2,499.20万 | 减仓 |
| SN | SHARKNINJA INC | $7,613.50万 | 2.70% | 500,000 | -500,000 | -50.0% | -$7,613.50万 | 减仓 |
| VFC | V F CORP | $5,421.00万 | 1.92% | 3,250,000 | 850,000 | 35.4% | $1,417.80万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $4,464.75万 | 1.58% | 250,000 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC 看涨期权 | $3,474.00万 | 1.23% | 2,000,000 | 2,000,000 | — | $3,474.00万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $3,342.30万 | 1.18% | 650,000 | 650,000 | — | $3,342.30万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $3,067.50万 | 1.09% | 300,000 | 300,000 | — | $3,067.50万 | 新建仓 |
| RCAT | RED CAT HLDGS INC 看涨期权 | $1,065.00万 | 0.38% | 1,000,000 | 1,000,000 | — | $1,065.00万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $683.44万 | 0.24% | 40,000 | 40,000 | — | $683.44万 | 新建仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -2,450,000 | -100.0% | -$1.01亿 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -350,000 | -100.0% | -$8,379.00万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$4,952.50万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -1,300,000 | -100.0% | -$4,941.30万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -350,000 | -100.0% | -$4,097.45万 | 清仓 |
| AAP | ADVANCE AUTO PARTS INC | $0 | 0.00% | 0 | -700,000 | -100.0% | -$3,692.50万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -350,000 | -100.0% | -$3,152.45万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -75,000 | -100.0% | -$2,985.00万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -28,370 | -100.0% | -$1,845.01万 | 清仓 |
| CALM | CAL MAINE FOODS INC 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$791.50万 | 清仓 |