DCM
Dorsal Capital Management Portfolio holdings
AUM
$3.7B
1-Year Est. Return
27.04%
1 Year Est. Return
+27.04%
AUM
$3.51B
AUM Growth
+$414M
(+13%)
Holding
27
Top Buys
| 1 | +$56M | |
| 2 | +$45.8M | |
| 3 | +$34.4M | |
| 4 |
Microsoft
MSFT
|
+$32.3M |
| 5 |
Flutter Entertainment
FLUT
|
+$21.4M |
Top Sells
| 1 | +$93.2M | |
| 2 | +$76.2M | |
| 3 | +$63.4M | |
| 4 |
Zillow
Z
|
+$42M |
| 5 |
Meta Platforms (Facebook)
META
|
+$33.2M |
Sector Composition
| 1 | Consumer Discretionary | 47.71% |
| 2 | Technology | 32.17% |
| 3 | Communication Services | 13.99% |
| 4 | Consumer Staples | 6.03% |
| 5 | Healthcare | 0.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Palantir
PLTR
$415B
| – | – |
0
|
|
||
27
Uber
UBER
$190B
| – | – |
0
|
|