Dorsey Asset Management, LLC
11 holdingsFiling period: 2026-06-30Current AUM: $1.46Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Asml Hldg NV | 130.4K | $259.4M | $259.4M | 17.73% | -9,931 | 2026-06-30 |
| 2 | APP | Applovin Corp | 439.3K | $226.3M | $100.4M | 6.86% | +122.4K | 2026-06-30 |
| 3 | — | Royalty Pharma PLC | 2.46M | $137.7M | $137.7M | 9.42% | +180.0K | 2026-06-30 |
| 4 | BKNG | Booking Holdings Inc | 741.5K | $132.2M | $109.8M | 7.51% | +725.1K | 2026-06-30 |
| 5 | SPGI | S&P Global Inc | 316.4K | $128.9M | $147.6M | 10.09% | +93.7K | 2026-06-30 |
| 6 | UBER | Uber Technologies Inc | 1.76M | $127.1M | $115.0M | 7.86% | +671.7K | 2026-06-30 |
| 7 | LYV | Live Nation Entertainment in | 655.7K | $120.1M | $116.6M | 7.97% | +48.0K | 2026-06-30 |
| 8 | DHR | Danaher Corp Del | 626.2K | $119.3M | $145.4M | 9.94% | +46.0K | 2026-06-30 |
| 9 | META | Meta Platforms Inc | 199.9K | $112.6M | $122.9M | 8.40% | +38.2K | 2026-06-30 |
| 10 | — | Aercap Holdings NV | 766.8K | $111.8M | $111.8M | 7.64% | -356,661 | 2026-06-30 |
| 11 | SUNB | Sunbelt Rentals Holdings Inc | 1.15M | $86.1M | $96.2M | 6.58% | -1,054,418 | 2026-06-30 |
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