Dorsal Capital Management, LP

Position in MSFT — Microsoft Corp

CIK 1547007 Redwood City, CA

Position in MSFT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$116,603,550

-$144,551,250 QoQ

Shares Held

315,000

-41.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

5.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Dorsal Capital Management, LP holds $285,615,050 across 4 Software - Infrastructure names. MSFT ranks #1 (40.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	315,000	$116,603,550
2	TWLO	Twilio Inc	700,000	$88,074,000
3	NTNX	Nutanix, Inc.	1,300,000	$49,413,000
4	WIX	Wix.com Ltd.	350,000	$31,524,500

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$116,603,550	315,000	-41.7%	Shares	Sole	2026-05-15
2025-12-31	$261,154,800	540,000	+21.3%	Shares	Sole	2026-02-17
2025-09-30	$230,487,750	445,000	-11.0%	Shares	Sole	2025-11-14
2025-06-30	$248,705,000	500,000	+14.9%	Shares	Sole	2025-08-14
2025-03-31	$163,294,650	435,000	-12.1%	Shares	Sole	2025-05-15
2024-12-31	$208,642,500	495,000	+16.5%	Shares	Sole	2025-02-14
2024-09-30	$182,877,500	425,000	-22.0%	Shares	Sole	2024-11-14
2024-06-30	$243,587,750	545,000	-25.9%	Shares	Sole	2024-08-14
2024-03-31	$309,229,200	735,000	-18.3%	Shares	Sole	2024-05-15
2023-12-31	$338,436,000	900,000	-1.1%	Shares	Sole	2024-02-14
2023-09-30	$287,332,500	910,000	+65.5%	Shares	Sole	2023-11-14
2023-06-30	$187,297,000	550,000	-8.3%	Shares	Sole	2023-08-14
2023-03-31	$172,980,000	600,000	-22.6%	Shares	Sole	2023-05-15
2022-12-31	$185,860,500	775,000	0.0%	Shares	Sole	2023-02-14
2022-09-30	$180,497,500	775,000	+43.5%	Shares	Sole	2022-11-14
2022-06-30	$138,688,200	540,000	+2.9%	Shares	Sole	2022-08-15
2022-03-31	$161,862,750	525,000	-19.2%	Shares	Sole	2022-05-16
2021-12-31	$218,608,000	650,000	+18.2%	Shares	Sole	2022-02-14
2021-09-30	$155,056,000	550,000	-21.4%	Shares	Sole	2021-11-15
2021-06-30	$189,630,000	700,000	-24.3%	Shares	Sole	2021-08-16
2021-03-31	$218,087,250	925,000	+22.5%	Shares	Sole	2021-05-17
2020-12-31	$167,927,100	755,000	+24.8%	Shares	Sole	2021-02-17
2020-09-30	$127,249,650	605,000	-22.8%	Shares	Sole	2020-11-16
2020-06-30	$159,551,840	784,000	+8.1%	Shares	Sole	2020-08-14
2020-03-31	$114,418,605	725,500	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.