Dorsal Capital Management’s Nutanix NTNX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,300,000	Closed	-$49.4M	–	30
2026 Q1	$49.4M	Sell	1,300,000 -300,000	-19%	-$12.6M	1.92%	19
2025 Q4	$82.7M	Buy	1,600,000 +250,000	+19%	+$15.3M	2.87%	15
2025 Q3	$100M	Buy	1,350,000 +450,000	+50%	+$33M	2.68%	17
2025 Q2	$68.8M	Hold	900,000	–	–	1.83%	20
2025 Q1	$62.8M	Buy	+900,000	New	+$62.3M	1.92%	21
2019 Q1	–	Sell	-900,000	Closed	-$37.4M	–	22
2018 Q4	$37.4M	Buy	+900,000	New	+$37.2M	2.62%	20

Other funds holding NTNX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

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

Dorsal Capital Management sold out of Nutanix (NTNX) in Q2 2026, closing a stake of 1,300,000 shares — an estimated $49.4M sold.

Dorsal Capital Management first reported a position in NTNX in Q4 2018 and held it in 6 quarters. The position peaked at $100M in Q3 2025. 564 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.

Dorsal Capital Management reported no remaining Nutanix position as of Q2 2026 after selling out during the quarter.
Dorsal Capital Management sold 1,300,000 Nutanix shares in Q2 2026, an estimated $49.4M.
Dorsal Capital Management first reported a position in Nutanix in Q4 2018 and held it in 6 quarters.
Dorsal Capital Management's Nutanix position peaked at $100M in Q3 2025.
564 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.

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