Dorsal Capital Management, LP
Redwood City CA · SEC CIK 0001547007
$25.73亿2026Q1 申报市值
27持仓数
63.2%前十大占比 · 第一大 9.5%
7 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPOT 新建仓+$1.02亿
FWONK 加仓+$7,651.80万
SMTC 新建仓+$6,151.20万
FROG 新建仓+$5,396.95万
ECHO 新建仓+$4,097.45万
2026Q1 卖出最多 按季末市值估算
FLUT 清仓-$1.56亿
WIX 减仓-$1.08亿
MSFT 减仓-$8,328.83万
TSM 减仓-$6,759.00万
MNDY 清仓-$6,271.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -725,000 | -100.0% | -$1.56亿 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -425,000 | -100.0% | -$6,271.30万 | 清仓 |
| CALM | CAL MAINE FOODS INC 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$2,387.10万 | 清仓 |
| CALM | CAL MAINE FOODS INC 看跌期权 | $791.50万 | 0.31% | 100,000 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,845.01万 | 0.72% | 28,370 | 28,370 | — | $1,845.01万 | 新建仓 |
| APP | APPLOVIN CORP | $2,985.00万 | 1.16% | 75,000 | -25,000 | -25.0% | -$995.00万 | 减仓 |
| WIX | WIX COM LTD | $3,152.45万 | 1.23% | 350,000 | -1,200,000 | -77.4% | -$1.08亿 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $3,692.50万 | 1.44% | 700,000 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $4,077.60万 | 1.58% | 2,400,000 | 2,400,000 | — | $4,077.60万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $4,097.45万 | 1.59% | 350,000 | 350,000 | — | $4,097.45万 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $4,520.75万 | 1.76% | 250,000 | -75,000 | -23.1% | -$1,356.22万 | 减仓 |
| NTNX | NUTANIX INC | $4,941.30万 | 1.92% | 1,300,000 | -300,000 | -18.8% | -$1,140.30万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $4,952.50万 | 1.93% | 500,000 | 500,000 | — | $4,952.50万 | 新建仓 |
| FROG | JFROG LTD | $5,396.95万 | 2.10% | 1,150,000 | 1,150,000 | — | $5,396.95万 | 新建仓 |
| SMTC | SEMTECH CORP | $6,151.20万 | 2.39% | 800,000 | 800,000 | — | $6,151.20万 | 新建仓 |
| ADSK | AUTODESK INC | $8,379.00万 | 3.26% | 350,000 | -50,000 | -12.5% | -$1,197.00万 | 减仓 |
| TWLO | TWILIO INC | $8,807.40万 | 3.42% | 700,000 | 150,000 | 27.3% | $1,887.30万 | 加仓 |
| Z | ZILLOW GROUP INC | $1.01亿 | 3.94% | 2,450,000 | -475,000 | -16.2% | -$1,965.55万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.02亿 | 3.96% | 210,000 | 210,000 | — | $1.02亿 | 新建仓 |
| SN | SHARKNINJA INC | $1.06亿 | 4.12% | 1,000,000 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $1.10亿 | 4.27% | 1,325,000 | 250,000 | 23.3% | $2,070.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.17亿 | 4.53% | 315,000 | -225,000 | -41.7% | -$8,328.83万 | 减仓 |
| META | META PLATFORMS INC | $1.20亿 | 4.67% | 210,000 | -10,000 | -4.5% | -$572.13万 | 减仓 |
| CPNG | COUPANG INC | $1.49亿 | 5.80% | 7,900,000 | 650,000 | 9.0% | $1,227.20万 | 加仓 |
| BURL | BURLINGTON STORES INC | $1.63亿 | 6.32% | 500,000 | 25,000 | 5.3% | $813.45万 | 加仓 |
| HD | HOME DEPOT INC | $1.64亿 | 6.39% | 500,000 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.72亿 | 6.69% | 2,025,000 | 900,000 | 80.0% | $7,651.80万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $1.88亿 | 7.30% | 2,525,000 | -225,000 | -8.2% | -$1,673.55万 | 减仓 |
| AMZN | AMAZON COM INC | $1.98亿 | 7.69% | 950,001 | 100,001 | 11.8% | $2,082.72万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.45亿 | 9.52% | 725,000 | -200,000 | -21.6% | -$6,759.00万 | 减仓 |