Dorsal Capital Management, LP: HOME DEPOT INC (HD): Quarterly 13F Position History
As of Q2 2026, Dorsal Capital Management, LP reported 600,000 shares of HOME DEPOT INC (HD), worth $211.6M and representing 7.6% of its 13F equity book. Quarter-over-quarter share count change: + 100,000 (+20.0%) . The position first appeared in Q4 2017 and has been disclosed across 35 13F-HR filings in Pactolio's tracked window.
- 600,000Shares Held (Latest Filing)
- $211.6MReported Market Value (Latest Filing)
- 7.6%Portfolio Weight (% of 13F Equity Book)
- +100,000Quarter-over-Quarter Share Change
- +$47.2MQuarter-over-Quarter Value Change
- 600,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 35 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 600,000 | +100,000 | +20.0% | $211.6M | 7.6% | $352.7 |
| Q1 2026 | 500,000 | 0 | – | $164.4M | 6.5% | $328.9 |
| Q4 2025 | 500,000 | +25,000 | +5.3% | $172.1M | 6.0% | $344.1 |
| Q3 2025 | 475,000 | 50,000 | -9.5% | $192.5M | 5.2% | $405.2 |
| Q2 2025 | 525,000 | +125,000 | +31.3% | $192.5M | 5.5% | $366.6 |
| Q1 2025 | 400,000 | +75,000 | +23.1% | $146.6M | 4.7% | $366.5 |
| Q4 2024 | 325,000 | 25,000 | -7.1% | $126.4M | 3.8% | $389.0 |
| Q3 2024 | 350,000 | +150,000 | +75.0% | $141.8M | 4.6% | $405.2 |
| Q2 2024 | 200,000 | +200,000 | – | $68.8M | 2.4% | $344.2 |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2020 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2020 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2020 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2020 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2019 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2019 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2019 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2019 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2018 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2018 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2018 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2018 | 0 | 230,000 | -100.0% | $0 | 0.0% | – |
| Q4 2017 | 230,000 | – | – | $43.6M | 2.2% | $189.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Dorsal Capital Management, LP first disclose a HD position in 13F-HR filings?
Dorsal Capital Management, LP first reported HOME DEPOT INC (HD) on its 13F-HR filing for the period ending 2017-12-31 (Q4 2017). The position has appeared on 35 reported quarters within Pactolio's tracked window.
What was Dorsal Capital Management, LP's most recent quarter-over-quarter share-count change in HD?
Between Q1 2026 and Q2 2026, Dorsal Capital Management, LP added 100,000 shares of HD (+20.0%), bringing the total reported position to 600,000 shares at a market value of $211.6M.
Does the implied price-per-share represent Dorsal Capital Management, LP's cost basis in HD?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.