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Dorsey Asset Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,561,408,466
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ASML HLDG NV · N Y REGISTRY SHS · N07059210 · shares: $259,351,356
- APPLOVIN CORP · COM CL A · 03831W108 · shares: $226,347,237
- ROYALTY PHARMA PLC · SHS CLASS A · G7709Q104 · shares: $137,737,525
- BOOKING HOLDINGS INC · COM · 09857L108 · shares: $132,164,960
- S&P GLOBAL INC · COM · 78409V104 · shares: $128,862,358
- UBER TECHNOLOGIES INC · COM · 90353T100 · shares: $127,141,663
- LIVE NATION ENTERTAINMENT IN · COM · 538034109 · shares: $120,057,536
- DANAHER CORP DEL · COM · 235851102 · shares: $119,280,671
- META PLATFORMS INC · CL A · 30303M102 · shares: $112,602,234
- AERCAP HOLDINGS NV · SHS · N00985106 · shares: $111,788,186
Reported holdings
11 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 130,364 shares | $259,351,356 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 439,313 shares | $226,347,237 |
| ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | — | 2,456,528 shares | $137,737,525 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 741,500 shares | $132,164,960 |
| S&P GLOBAL INC | COM | 78409V104 | — | 316,413 shares | $128,862,358 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 1,761,941 shares | $127,141,663 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | — | 655,658 shares | $120,057,536 |
| DANAHER CORP DEL | COM | 235851102 | — | 626,211 shares | $119,280,671 |
| META PLATFORMS INC | CL A | 30303M102 | — | 199,901 shares | $112,602,234 |
| AERCAP HOLDINGS NV | SHS | N00985106 | — | 766,828 shares | $111,788,186 |
| SUNBELT RENTALS HOLDINGS INC | SHS | 866966104 | — | 1,150,578 shares | $86,074,740 |