Dorsey Asset Management, LLC
11 holdingsFiling period: 2026-06-30Current AUM: $1.50Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | ASML HLDG NV | 130.4K | $259.4M | $259.4M | 17.32% | -9,931 | 2026-06-30 |
| 2 | APP | APPLOVIN CORP | 439.3K | $226.3M | $145.6M | 9.72% | +122.4K | 2026-06-30 |
| 3 | — | ROYALTY PHARMA PLC | 2.46M | $137.7M | $137.7M | 9.20% | +180.0K | 2026-06-30 |
| 4 | BKNG | BOOKING HOLDINGS INC | 741.5K | $132.2M | $127.0M | 8.48% | +725.1K | 2026-06-30 |
| 5 | SPGI | S&P GLOBAL INC | 316.4K | $128.9M | $130.5M | 8.72% | +93.7K | 2026-06-30 |
| 6 | UBER | UBER TECHNOLOGIES INC | 1.76M | $127.1M | $125.9M | 8.41% | +671.7K | 2026-06-30 |
| 7 | LYV | LIVE NATION ENTERTAINMENT IN | 655.7K | $120.1M | $111.6M | 7.45% | +48.0K | 2026-06-30 |
| 8 | DHR | DANAHER CORP DEL | 626.2K | $119.3M | $131.1M | 8.76% | +46.0K | 2026-06-30 |
| 9 | META | META PLATFORMS INC | 199.9K | $112.6M | $134.0M | 8.95% | +38.2K | 2026-06-30 |
| 10 | — | AERCAP HOLDINGS NV | 766.8K | $111.8M | $111.8M | 7.47% | -356,661 | 2026-06-30 |
| 11 | SUNB | SUNBELT RENTALS HOLDINGS INC | 1.15M | $86.1M | $82.7M | 5.52% | -1,054,418 | 2026-06-30 |
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