Dorsey Asset Management as of March 31, 2026
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Asml Hldg Nv N Y Registry Shs (ASML) | 14.8 | $185M | 140k | 1320.83 | |
| Aercap Holdings Nv SHS (AER) | 12.3 | $154M | 1.1M | 137.18 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 11.4 | $144M | 2.2M | 65.09 | |
| Applovin Corp Com Cl A (APP) | 10.0 | $126M | 317k | 398.00 | |
| Danaher Corporation (DHR) | 8.8 | $110M | 580k | 189.60 | |
| Royalty Pharma Shs Class A (RPRX) | 8.7 | $109M | 2.3M | 47.97 | |
| S&p Global (SPGI) | 7.5 | $95M | 223k | 425.34 | |
| Live Nation Entertainment (LYV) | 7.4 | $93M | 608k | 152.51 | |
| Meta Platforms Cl A (META) | 7.4 | $93M | 162k | 572.13 | |
| Uber Technologies (UBER) | 6.2 | $78M | 1.1M | 71.93 | |
| Booking Holdings (BKNG) | 5.5 | $69M | 16k | 4210.32 |
