Dorsal Capital Management, LLC - Q42025 Holdings

Dorsal Capital Management, LLC holds 21 stocks with a total portfolio value of $ 2.88B as of Q42025. In Q42025, Dorsal Capital Management, LLC added 2 new positions, increased stakes in 9 stocks, reduced 6 holdings, and fully exited 5 positions. The largest holding is Planet Fitness Inc (PLNT), representing 10.37% of the total portfolio.