Dorsey Asset Management, LLC
11 holdingsFiling period: 2026-03-31Current AUM: $1.29Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | ASML HLDG NV | 140.3K | $185.3M | $185.3M | 14.37% | -52,048 | 2026-03-31 |
| 2 | — | AERCAP HOLDINGS NV | 1.12M | $154.1M | $154.1M | 11.95% | -91,570 | 2026-03-31 |
| 3 | SUNB | SUNBELT RENTALS HOLDINGS INC | 2.20M | $143.5M | $158.6M | 12.30% | -- | 2026-03-31 |
| 4 | APP | APPLOVIN CORP | 317.0K | $126.1M | $125.5M | 9.73% | -- | 2026-03-31 |
| 5 | DHR | DANAHER CORP DEL | 580.2K | $110.0M | $113.1M | 8.77% | -247,280 | 2026-03-31 |
| 6 | — | ROYALTY PHARMA PLC | 2.28M | $109.2M | $109.2M | 8.47% | +17.1K | 2026-03-31 |
| 7 | SPGI | S&P GLOBAL INC | 222.7K | $94.7M | $91.7M | 7.11% | -- | 2026-03-31 |
| 8 | LYV | LIVE NATION ENTERTAINMENT IN | 607.6K | $92.7M | $105.8M | 8.21% | +4.6K | 2026-03-31 |
| 9 | META | META PLATFORMS INC | 161.7K | $92.5M | $90.0M | 6.98% | +1.2K | 2026-03-31 |
| 10 | UBER | UBER TECHNOLOGIES INC | 1.09M | $78.4M | $76.7M | 5.95% | -- | 2026-03-31 |
| 11 | BKNG | BOOKING HOLDINGS INC | 16.4K | $69.2M | $79.3M | 6.15% | +127 | 2026-03-31 |
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