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Disclosery

Dorsal Capital Management, LP: SE position timeline

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

Dorsal Capital Management, LP held 1,550,000 SE 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 1,550,000 shares
    Change vs previous 13F +225,000 shares

    5.34% of the 13F portfolio, value $148,536,500.

    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 1,325,000 shares
    Change vs previous 13F +250,000 shares

    4.36% of the 13F portfolio, value $109,723,250.

    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 1,075,000 shares
    Change vs previous 13F -550,000 shares

    4.82% of the 13F portfolio, value $137,137,750.

    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 1,625,000 shares
    Change vs previous 13F -225,000 shares

    7.85% of the 13F portfolio, value $290,436,250.

    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 1,850,000 shares
    Change vs previous 13F +350,000 shares

    8.42% of the 13F portfolio, value $295,889,000.

    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 1,500,000 shares
    Change vs previous 13F +75,000 shares

    6.32% of the 13F portfolio, value $195,735,000.

    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 1,425,000 shares
    Change vs previous 13F +425,000 shares

    4.55% of the 13F portfolio, value $151,192,500.

    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 1,000,000 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $94,280,000.

    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).