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Disclosery

Dorsal Capital Management, LP: Z position timeline

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

Dorsal Capital Management, LP held 0 Z 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 0 shares
    Change vs previous 13F -2,450,000 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 2,450,000 shares
    Change vs previous 13F -475,000 shares

    4.03% of the 13F portfolio, value $101,381,000.

    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 2,925,000 shares
    Change vs previous 13F +243,750 shares

    7.01% of the 13F portfolio, value $199,543,500.

    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 2,681,250 shares
    Change vs previous 13F +231,250 shares

    5.58% of the 13F portfolio, value $206,590,313.

    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 2,450,000 shares
    Change vs previous 13F -600,000 shares

    4.89% of the 13F portfolio, value $171,622,500.

    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 3,050,000 shares
    Change vs previous 13F -300,000 shares

    6.75% of the 13F portfolio, value $209,108,000.

    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 3,350,000 shares
    Change vs previous 13F +150,000 shares

    7.47% of the 13F portfolio, value $248,067,500.

    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 3,200,000 shares
    Change vs previous 13F not available

    6.59% of the 13F portfolio, value $204,320,000.

    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).