SEC 13F Intelligence

Dorsal Capital Management, LP / MSFT

Dorsal Capital Management, LP’s Microsoft Corp Position

Does Dorsal Capital Management, LP own Microsoft Corp (MSFT)? Yes — 315.0K shares worth $117M (+4.53% of its 13F portfolio) as of Q1 2026, down from 540.0K shares the prior filed quarter.

Position Value
$117M
Q1 2026
Shares
315.0K
% of Portfolio
+4.53%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $132MQ4 ’18Q1 ’19: $156MQ2 ’19: $204MQ3 ’19: $184MQ4 ’19: $97MQ4 ’19Q1 ’20: $114MQ2 ’20: $160MQ3 ’20: $127MQ4 ’20: $168MQ4 ’20Q1 ’21: $218MQ2 ’21: $190MQ3 ’21: $155MQ4 ’21: $219MQ4 ’21Q1 ’22: $162MQ2 ’22: $139MQ3 ’22: $180MQ4 ’22: $186MQ4 ’22Q1 ’23: $173MQ2 ’23: $187MQ3 ’23: $287MQ4 ’23: $338MQ4 ’23Q1 ’24: $309MQ2 ’24: $244MQ3 ’24: $183MQ4 ’24: $209MQ4 ’24Q1 ’25: $163MQ2 ’25: $249MQ3 ’25: $230MQ4 ’25: $261MQ4 ’25Q1 ’26: $117Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026315.0K$117M+4.53%
Q4 2025540.0K$261M+9.08%
Q3 2025445.0K$230M+6.15%
Q2 2025500.0K$249M+6.63%
Q1 2025435.0K$163M+4.99%
Q4 2024495.0K$209M+4.93%
Q3 2024425.0K$183M+5.67%
Q2 2024545.0K$244M+8.39%
Q1 2024735.0K$309M+10.09%
Q4 2023900.0K$338M+10.43%
Q3 2023910.0K$287M+9.81%
Q2 2023550.0K$187M+6.46%
Q1 2023600.0K$173M+5.54%
Q4 2022775.0K$186M+11.04%
Q3 2022775.0K$180M+11.23%
Q2 2022540.0K$139M+9.03%
Q1 2022525.0K$162M+8.10%
Q4 2021650.0K$219M+12.56%
Q3 2021550.0K$155M+7.58%
Q2 2021700.0K$190M+8.86%
Q1 2021925.0K$218M+11.08%
Q4 2020755.0K$168M+9.72%
Q3 2020605.0K$127M+9.82%
Q2 2020784.0K$160M+9.86%
Q1 2020725.5K$114M+9.26%
Q4 2019615.0K$97M+5.87%
Q3 20191.32M$184M+11.12%
Q2 20191.52M$204M+11.30%
Q1 20191.32M$156M+10.13%
Q4 20181.30M$132M+9.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dorsal Capital Management, LP’s full portfolio or all institutional holders of MSFT.