0001172661-23-002981.txt : 20230814 0001172661-23-002981.hdr.sgml : 20230814 20230814085805 ACCESSION NUMBER: 0001172661-23-002981 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Dorsal Capital Management, LLC CENTRAL INDEX KEY: 0001547007 IRS NUMBER: 264461940 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14931 FILM NUMBER: 231166609 BUSINESS ADDRESS: STREET 1: 203 REDWOOD SHORES PARKWAY, SUITE 650 CITY: REDWOOD CITY STATE: CA ZIP: 94065 BUSINESS PHONE: 650-610-1400 MAIL ADDRESS: STREET 1: 203 REDWOOD SHORES PARKWAY, SUITE 650 CITY: REDWOOD CITY STATE: CA ZIP: 94065 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001547007 XXXXXXXX 06-30-2023 06-30-2023 false Dorsal Capital Management, LLC

203 Redwood Shores Parkway, Suite 650 Redwood City CA 94065

13F HOLDINGS REPORT 028-14931 000160224 801-73078 N Jeff Barnett 650-610-1400 /s/ Jeff Barnett REDWOOD CITY CA 08-14-2023 0 22 2900962726 INFORMATION TABLE 2 infotable.xml ACTIVISION BLIZZARD INC COM 00507V109 227610000 2700000 SH SOLE 2700000 0 0 AMAZON COM INC COM 023135106 277015000 2125000 SH SOLE 2125000 0 0 APPLE INC COM 037833100 403457600 2080000 SH Put SOLE 0 0 2080000 BURLINGTON STORES INC COM 122017106 98368750 625000 SH SOLE 625000 0 0 FIVE BELOW INC COM 33829M101 104166200 530000 SH SOLE 530000 0 0 FRONTIER COMMUNICATIONS PARE COM 35909D109 33552000 1800000 SH SOLE 1800000 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 47727776 595778 SH SOLE 0 0 595778 LYFT INC CL A COM 55087P104 47950000 5000000 SH SOLE 5000000 0 0 MERCADOLIBRE INC COM 58733R102 201382000 170000 SH SOLE 170000 0 0 META PLATFORMS INC CL A 30303M102 232453800 810000 SH SOLE 810000 0 0 MICROSOFT CORP COM 594918104 187297000 550000 SH SOLE 550000 0 0 MONGODB INC CL A 60937P106 119187100 290000 SH SOLE 290000 0 0 PLANET FITNESS INC CL A 72703H101 84300000 1250000 SH SOLE 1250000 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 139536000 1800000 SH SOLE 1800000 0 0 SALESFORCE INC COM 79466L302 73941000 350000 SH SOLE 350000 0 0 SMARTSHEET INC COM CL A 83200N103 68868000 1800000 SH SOLE 1800000 0 0 TWILIO INC CL A 90138F102 50896000 800000 SH SOLE 800000 0 0 UNDER ARMOUR INC CL C 904311206 8052000 1200000 SH SOLE 0 0 1200000 US FOODS HLDG CORP COM 912008109 200288000 4552000 SH SOLE 4552000 0 0 V F CORP COM 918204108 61088000 3200000 SH SOLE 3200000 0 0 WALMART INC COM 931142103 157180000 1000000 SH SOLE 1000000 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 76646500 1525000 SH SOLE 0 0 1525000