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Dorsal Capital Management, LP: HD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dorsal Capital Management, LP on HD, newest first. How the timeline and the estimate are built.

Dorsal Capital Management, LP held 600,000 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 600,000 shares
    Change vs previous 13F +100,000 shares

    7.61% of the 13F portfolio, value $211,608,000.

    13F-HR 0001172661-26-003525 filed by Dorsal Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 500,000 shares
    Change vs previous 13F 0 shares

    6.54% of the 13F portfolio, value $164,445,000.

    13F-HR 0001172661-26-002068 filed by Dorsal Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 500,000 shares
    Change vs previous 13F +25,000 shares

    6.05% of the 13F portfolio, value $172,050,000.

    13F-HR 0001172661-26-000862 filed by Dorsal Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 475,000 shares
    Change vs previous 13F -50,000 shares

    5.2% of the 13F portfolio, value $192,465,250.

    13F-HR 0001172661-25-004849 filed by Dorsal Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 525,000 shares
    Change vs previous 13F +125,000 shares

    5.48% of the 13F portfolio, value $192,486,000.

    13F-HR 0001172661-25-003410 filed by Dorsal Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 400,000 shares
    Change vs previous 13F +75,000 shares

    4.73% of the 13F portfolio, value $146,596,000.

    13F-HR 0001172661-25-001950 filed by Dorsal Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 325,000 shares
    Change vs previous 13F -25,000 shares

    3.8% of the 13F portfolio, value $126,421,750.

    13F-HR 0001172661-25-000861 filed by Dorsal Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 350,000 shares
    Change vs previous 13F not available

    4.58% of the 13F portfolio, value $141,820,000.

    13F-HR 0001172661-24-004736 filed by Dorsal Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).