Dorsal Capital Management’s SharkNinja SN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$76.1M	Sell	500,000 -500,000	-50%	-$59.9M	2.7%	17
2026 Q1	$106M	Hold	1,000,000	–	–	4.12%	11
2025 Q4	$112M	Buy	1,000,000 +25,000	+3%	+$2.46M	3.89%	13
2025 Q3	$101M	Buy	975,000 +125,000	+15%	+$14.3M	2.68%	16
2025 Q2	$84.1M	Hold	850,000	–	–	2.24%	19
2025 Q1	$70.9M	Buy	850,000 +685,506	+417%	+$69.8M	2.17%	20
2024 Q4	$16M	Buy	+164,494	New	+$16.8M	0.38%	26

Other funds holding SN

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Dorsal Capital Management reduced its SharkNinja (SN) stake by 50% in Q2 2026, selling an estimated $59.9M and leaving 500,000 shares worth $76.1M. The position accounts for 2.7% of the portfolio, ranked #17.

Dorsal Capital Management first reported a position in SN in Q4 2024 and has held it in 7 quarters since. The position peaked at $112M in Q4 2025. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Dorsal Capital Management held 500,000 shares of SharkNinja worth $76.1M as of Q2 2026.
Dorsal Capital Management sold 500,000 SharkNinja shares in Q2 2026, an estimated $59.9M.
SharkNinja made up 2.7% of Dorsal Capital Management's portfolio in Q2 2026, its #17 holding.
Dorsal Capital Management first reported a position in SharkNinja in Q4 2024 and has held it in 7 quarters since.
Dorsal Capital Management's SharkNinja position peaked at $112M in Q4 2025.
563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

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