Dorsal Capital Management’s Burlington BURL Stock Holding History

Dorsal Capital Management’s Portfolio BURL Stock Details BURL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$158M	Hold	500,000	–	–	5.61%	7
2026 Q1	$163M	Buy	500,000 +25,000	+5%	+$7.66M	6.32%	6
2025 Q4	$137M	Sell	475,000 -325,000	-41%	-$88.2M	4.77%	10
2025 Q3	$204M	Buy	800,000 +50,000	+7%	+$13.6M	5.43%	8
2025 Q2	$174M	Buy	750,000 +50,000	+7%	+$11.9M	4.65%	9
2025 Q1	$167M	Buy	700,000 +185,000	+36%	+$47.9M	5.1%	7
2024 Q4	$147M	Buy	515,000 +115,000	+29%	+$31.1M	3.47%	12
2024 Q3	$105M	Sell	400,000 -50,000	-11%	-$12.9M	3.27%	15
2024 Q2	$108M	Sell	450,000 -25,000	-5%	-$5.14M	3.72%	14
2024 Q1	$110M	Sell	475,000 -150,000	-24%	-$30.6M	3.6%	11
2023 Q4	$122M	Sell	625,000 -100,000	-14%	-$14.9M	3.75%	12
2023 Q3	$98.1M	Buy	725,000 +100,000	+16%	+$16M	3.35%	14
2023 Q2	$98.4M	Buy	625,000 +350,000	+127%	+$60.1M	3.39%	12
2023 Q1	$55.6M	Sell	275,000 -75,000	-21%	-$16.4M	1.78%	20
2022 Q4	$71M	Sell	350,000 -575,000	-62%	-$91.8M	4.21%	12
2022 Q3	$103M	Buy	925,000 +200,000	+28%	+$29.1M	6.44%	5
2022 Q2	$98.8M	Buy	725,000 +275,000	+61%	+$49.8M	6.43%	7
2022 Q1	$82M	Buy	450,000 +225,000	+100%	+$49.3M	4.1%	10
2021 Q4	$65.6M	Buy	+225,000	New	+$63.3M	3.77%	10
2021 Q3	–	Sell	-195,000	Closed	-$62.8M	–	23
2021 Q2	$62.8M	Hold	195,000	–	–	2.93%	14
2021 Q1	$58.3M	Sell	195,000 -105,000	-35%	-$28.5M	2.96%	15
2020 Q4	$78.5M	Sell	300,000 -165,000	-35%	-$36.8M	4.54%	10
2020 Q3	$95.8M	Sell	465,000 -50,000	-10%	-$9.74M	7.39%	6
2020 Q2	$101M	Buy	515,000 +40,000	+8%	+$7.53M	6.27%	7
2020 Q1	$75.3M	Buy	475,000 +100,000	+27%	+$21.1M	6.09%	8
2019 Q4	$85.5M	Buy	375,000 +175,000	+88%	+$36.6M	5.18%	11
2019 Q3	$40M	Sell	200,000 -250,000	-56%	-$46M	2.42%	17
2019 Q2	$76.6M	Buy	+450,000	New	+$73.6M	4.23%	11

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dorsal Capital Management's BURL Position: Q2 2026 in Review

Dorsal Capital Management held its Burlington (BURL) position steady in Q2 2026 at 500,000 shares worth $158M. The position accounts for 5.61% of the portfolio, ranked #7.

Dorsal Capital Management first reported a position in BURL in Q2 2019 and has held it in 28 quarters since. The position peaked at $204M in Q3 2025. 653 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Dorsal Capital Management held 500,000 shares of Burlington worth $158M as of Q2 2026.
Dorsal Capital Management left its Burlington share count unchanged in Q2 2026.
Burlington made up 5.61% of Dorsal Capital Management's portfolio in Q2 2026, its #7 holding.
Dorsal Capital Management first reported a position in Burlington in Q2 2019 and has held it in 28 quarters since.
Dorsal Capital Management's Burlington position peaked at $204M in Q3 2025.
653 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Dorsal Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.