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Disclosery

Dorsal Capital Management, LP: SN position timeline

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

Dorsal Capital Management, LP held 500,000 SN 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 500,000 shares
    Change vs previous 13F -500,000 shares

    2.74% of the 13F portfolio, value $76,135,000.

    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 1,000,000 shares
    Change vs previous 13F 0 shares

    4.21% of the 13F portfolio, value $105,900,000.

    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 1,000,000 shares
    Change vs previous 13F +25,000 shares

    3.93% of the 13F portfolio, value $111,900,000.

    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 975,000 shares
    Change vs previous 13F +125,000 shares

    2.72% of the 13F portfolio, value $100,571,250.

    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 850,000 shares
    Change vs previous 13F 0 shares

    2.4% of the 13F portfolio, value $84,141,500.

    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 850,000 shares
    Change vs previous 13F +685,506 shares

    2.29% of the 13F portfolio, value $70,898,500.

    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 164,494 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $16,015,136.

    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).