Dorsal Capital Management, LP: MICROSOFT (MSFT): Quarterly 13F Position History
As of Q1 2026, Dorsal Capital Management, LP reported 315,000 shares of MICROSOFT (MSFT), worth $116.6M and representing 4.6% of its 13F equity book. Quarter-over-quarter share count change: 225,000 (-41.7%) . The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 315,000Shares Held (Latest Filing)
- $116.6MReported Market Value (Latest Filing)
- 4.6%Portfolio Weight (% of 13F Equity Book)
- 225,000Quarter-over-Quarter Share Change
- -$144.6MQuarter-over-Quarter Value Change
- 2,500,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 315,000 | 225,000 | -41.7% | $116.6M | 4.6% | $370.2 |
| Q4 2025 | 540,000 | +95,000 | +21.3% | $261.2M | 9.2% | $483.6 |
| Q3 2025 | 445,000 | 55,000 | -11.0% | $230.5M | 6.2% | $518.0 |
| Q2 2025 | 500,000 | +65,000 | +14.9% | $248.7M | 7.1% | $497.4 |
| Q1 2025 | 435,000 | 60,000 | -12.1% | $163.3M | 5.3% | $375.4 |
| Q4 2024 | 495,000 | +70,000 | +16.5% | $208.6M | 6.3% | $421.5 |
| Q3 2024 | 425,000 | 120,000 | -22.0% | $182.9M | 5.9% | $430.3 |
| Q2 2024 | 545,000 | 190,000 | -25.9% | $243.6M | 8.4% | $446.9 |
| Q1 2024 | 735,000 | 165,000 | -18.3% | $309.2M | 10.3% | $420.7 |
| Q4 2023 | 900,000 | 10,000 | -1.1% | $338.4M | 10.9% | $376.0 |
| Q3 2023 | 910,000 | +360,000 | +65.5% | $287.3M | 10.2% | $315.8 |
| Q2 2023 | 550,000 | 50,000 | -8.3% | $187.3M | 7.5% | $340.5 |
| Q1 2023 | 600,000 | 175,000 | -22.6% | $173.0M | 6.7% | $288.3 |
| Q4 2022 | 775,000 | 0 | — | $185.9M | 11.7% | $239.8 |
| Q3 2022 | 775,000 | +235,000 | +43.5% | $180.5M | 11.8% | $232.9 |
| Q2 2022 | 540,000 | +15,000 | +2.9% | $138.7M | 9.2% | $256.8 |
| Q1 2022 | 525,000 | 125,000 | -19.2% | $161.9M | 8.2% | $308.3 |
| Q4 2021 | 650,000 | +100,000 | +18.2% | $218.6M | 12.8% | $336.3 |
| Q3 2021 | 550,000 | 150,000 | -21.4% | $155.1M | 8.0% | $281.9 |
| Q2 2021 | 700,000 | 225,000 | -24.3% | $189.6M | 8.9% | $270.9 |
| Q1 2021 | 925,000 | +170,000 | +22.5% | $218.1M | 11.1% | $235.8 |
| Q4 2020 | 755,000 | +150,000 | +24.8% | $167.9M | 9.7% | $222.4 |
| Q3 2020 | 605,000 | 179,000 | -22.8% | $127.3M | 9.8% | $210.3 |
| Q2 2020 | 784,000 | +58,500 | +8.1% | $159.6M | 10.4% | $203.5 |
| Q1 2020 | 725,500 | +110,500 | +18.0% | $114.4M | 9.3% | $157.7 |
| Q4 2019 | 615,000 | 707,500 | -53.5% | $97.0M | 6.4% | $157.7 |
| Q3 2019 | 1,322,500 | 202,500 | -13.3% | $183.9M | 12.4% | $139.0 |
| Q2 2019 | 1,525,000 | +205,000 | +15.5% | $204.3M | 11.6% | $134.0 |
| Q1 2019 | 1,320,000 | +20,000 | +1.5% | $155.7M | 10.4% | $117.9 |
| Q4 2018 | 1,300,000 | 50,000 | -3.7% | $132.0M | 10.0% | $101.6 |
| Q3 2018 | 1,350,000 | 400,000 | -22.9% | $154.4M | 9.3% | $114.4 |
| Q2 2018 | 1,750,000 | +250,000 | +16.7% | $172.6M | 8.8% | $98.6 |
| Q1 2018 | 1,500,000 | +300,000 | +25.0% | $136.9M | 6.7% | $91.3 |
| Q4 2017 | 1,200,000 | 550,000 | -31.4% | $102.6M | 5.1% | $85.5 |
| Q3 2017 | 1,750,000 | 250,000 | -12.5% | $130.4M | 6.8% | $74.5 |
| Q2 2017 | 2,000,000 | 500,000 | -20.0% | $137.9M | 7.1% | $68.9 |
| Q1 2017 | 2,500,000 | +300,000 | +13.6% | $164.7M | 9.4% | $65.9 |
| Q4 2016 | 2,200,000 | +300,000 | +15.8% | $136.7M | 8.6% | $62.1 |
| Q3 2016 | 1,900,000 | +200,000 | +11.8% | $109.4M | 6.9% | $57.6 |
| Q2 2016 | 1,700,000 | — | — | $87.0M | 6.4% | $51.2 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Dorsal Capital Management, LP first disclose a MSFT position in 13F-HR filings?
Dorsal Capital Management, LP first reported MICROSOFT (MSFT) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was Dorsal Capital Management, LP's most recent quarter-over-quarter share-count change in MSFT?
Between Q4 2025 and Q1 2026, Dorsal Capital Management, LP reduced its MSFT position by 225,000 shares (-41.7%), leaving 315,000 shares at a market value of $116.6M.
Does the implied price-per-share represent Dorsal Capital Management, LP's cost basis in MSFT?
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.