Hedge Fund - Dorsal Capital Management
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AMZN | 1,325,001 | $315,800,738 | +40% | 11.18% | ||
| 2. | TSM | 570,000 | $272,214,900 | -22% | 9.64% | ||
| 3. | FWONK | 2,350,000 | $223,579,000 | +17% | 7.92% | ||
| 4. | HD | 600,000 | $211,608,000 | +20% | 7.49% | ||
| 5. | LRCX | 400,000 | $173,332,000 | NEW | 6.14% |
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