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Dorsal Capital Management’s Planet Fitness PLNT Stock Holding History

Dorsal Capital Management’s Portfolio PLNT Stock Details PLNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$145M Buy
2,775,000
+250,000
+10% +$14.7M 5.13% 9
2026
Q1 		$188M Sell
2,525,000
-225,000
-8% -$19.8M 7.3% 3
2025
Q4 		$298M Buy
2,750,000
+425,000
+18% +$43.7M 10.37% 1
2025
Q3 		$241M Sell
2,325,000
-150,000
-6% -$15.9M 6.44% 4
2025
Q2 		$270M Buy
2,475,000
+175,000
+8% +$17.5M 7.2% 2
2025
Q1 		$222M Buy
2,300,000
+300,000
+15% +$30.2M 6.79% 3
2024
Q4 		$198M Sell
2,000,000
-950,000
-32% -$86.7M 4.67% 8
2024
Q3 		$240M Buy
2,950,000
+42,807
+1% +$3.35M 7.43% 3
2024
Q2 		$214M Buy
2,907,193
+207,193
+8% +$13.4M 7.36% 4
2024
Q1 		$169M Buy
2,700,000
+200,000
+8% +$13.4M 5.52% 6
2023
Q4 		$183M Buy
+2,500,000
New +$154M 5.63% 7
2023
Q3 		– Sell
-1,250,000
Closed -$84.3M – 28
2023
Q2 		$84.3M Buy
1,250,000
+400,000
+47% +$28.7M 2.91% 13
2023
Q1 		$66M Buy
+850,000
New +$67.9M 2.11% 18
2021
Q1 		– Sell
-825,000
Closed -$64M – 23
2020
Q4 		$64M Buy
+825,000
New +$57.7M 3.71% 15

Other funds holding PLNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Dorsal Capital Management's PLNT Position: Q2 2026 in Review

Dorsal Capital Management increased its Planet Fitness (PLNT) stake by 9.9% in Q2 2026, buying an estimated $14.7M and bringing the position to 2,775,000 shares worth $145M. The position accounts for 5.13% of the portfolio, ranked #9.

Dorsal Capital Management first reported a position in PLNT in Q4 2020 and has held it in 14 quarters since. The position peaked at $298M in Q4 2025. 424 funds tracked by Wall St. Rank hold PLNT as of Q2 2026.

  • Dorsal Capital Management held 2,775,000 shares of Planet Fitness worth $145M as of Q2 2026.
  • Dorsal Capital Management bought 250,000 Planet Fitness shares in Q2 2026, an estimated $14.7M.
  • Planet Fitness made up 5.13% of Dorsal Capital Management's portfolio in Q2 2026, its #9 holding.
  • Dorsal Capital Management first reported a position in Planet Fitness in Q4 2020 and has held it in 14 quarters since.
  • Dorsal Capital Management's Planet Fitness position peaked at $298M in Q4 2025.
  • 424 funds tracked by Wall St. Rank held Planet Fitness as of Q2 2026.

Based on Dorsal Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.