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Dorsal Capital Management, LP: TSM position timeline

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

Dorsal Capital Management, LP held 570,000 TSM 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 570,000 shares
    Change vs previous 13F -155,000 shares

    9.8% of the 13F portfolio, value $272,214,900.

    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 725,000 shares
    Change vs previous 13F -200,000 shares

    9.74% of the 13F portfolio, value $245,013,750.

    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 925,000 shares
    Change vs previous 13F 0 shares

    9.88% of the 13F portfolio, value $281,098,250.

    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 925,000 shares
    Change vs previous 13F -150,000 shares

    6.98% of the 13F portfolio, value $258,343,250.

    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 1,075,000 shares
    Change vs previous 13F +75,000 shares

    6.93% of the 13F portfolio, value $243,476,750.

    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 1,000,000 shares
    Change vs previous 13F +550,000 shares

    5.36% of the 13F portfolio, value $166,000,000.

    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 450,000 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $88,870,500.

    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).