Dorsal Capital Management, LP SN — SHARKNINJA INC

Ownership history in Dorsal Capital Management, LP  ·  6 quarters on record

AI Ownership Summary

Dorsal Capital Management, LP reported SHARKNINJA INC (SN) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 4.12% in 2026 Q1. The latest visible filing shows SN at 4.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dorsal Capital Management, LP's position in SHARKNINJA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SN was reported at 4.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.12% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SN stock page Dorsal Capital Management, LP fund profile Dorsal Capital Management, LP full holdings
How Dorsal Capital Management, LP held SN — position size vs. price
% of Fund (quarterly)    SN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,000,000 — 0% 4.12% $105.9M 2026-05-15 $105.63
2025 Q4 ADDED — — — 1,000,000 +25,000 +2.6% 3.89% $111.9M 2026-02-17 $131.45
2025 Q3 ADDED — — — 975,000 +125,000 +14.7% 2.68% $100.6M 2025-11-14 $88.04
2025 Q2 UNCHANGED — — — 850,000 — 0% 2.24% $84.1M 2025-08-14 $119.30
2025 Q1 ADDED — — — 850,000 +685,506 +416.7% 2.17% $70.9M 2025-05-15 $100.69
2024 Q4 INITIATED — — — 164,494 — — 0.38% $16.0M 2025-02-14 $110.31

🏢 Other funds also holding SN

As of 2026 Q1 — sorted by position size

Greenvale Capital LLP 3Y 7Y 11.03% Parsifal Capital Management, LP 3Y 9.89% Blue Grotto Capital, LLC 3Y 8.18% Nixon Capital, LLC 3Y 7.56% OGBORNE CAPITAL MANAGEMENT, LLC 3Y 7Y 6.73% ABRAMS BISON INVESTMENTS, LLC 3Y 7Y 6.58% STEADFAST CAPITAL MANAGEMENT LP 3Y 7Y 4.46% Tyro Capital Management LLC 4.39% Voss Capital, LP 3Y 3.91% BWCP, LP 3Y 3.75%

FAQ About Dorsal Capital Management, LP and SN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dorsal Capital Management, LP reported owning SN?

Dorsal Capital Management, LP reported SN across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SN position in Dorsal Capital Management, LP's portfolio?

The largest reported portfolio weight for SN was 4.12% in 2026 Q1.

What is the latest reported SN position on this page?

The most recent filing on this page is 2026 Q1, when Dorsal Capital Management, LP reported 1,000,000 shares, equal to 4.12% of portfolio, with an estimated market value of $105.9M.

What does the chart on this SN ownership page compare?

The chart compares Dorsal Capital Management, LP's quarterly SN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dorsal Capital Management, LP time their SN position?

Based on 13F filing dates vs. subsequent SN price moves, Dorsal Capital Management, LP correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SN relative to SPY over the holding period was -18.2%.

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