Dorsal Capital Management, LLC - Q12026 Holdings

Dorsal Capital Management, LLC holds 27 stocks with a total portfolio value of $ 2.57B as of Q12026. In Q12026, Dorsal Capital Management, LLC added 8 new positions, increased stakes in 5 stocks, reduced 11 holdings, and fully exited 2 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 9.52% of the total portfolio.