Dorsey Asset Management as of June 30, 2026
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 11 positions in its portfolio as reported in the June 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) | 16.6 | $259M | 130k | 1989.44 | |
| Applovin Corp Com Cl A (APP) | 14.5 | $226M | 439k | 515.23 | |
| Royalty Pharma Shs Class A (RPRX) | 8.8 | $138M | 2.5M | 56.07 | |
| Booking Holdings (BKNG) | 8.5 | $132M | 742k | 178.24 | |
| S&p Global (SPGI) | 8.3 | $129M | 316k | 407.26 | |
| Uber Technologies (UBER) | 8.1 | $127M | 1.8M | 72.16 | |
| Live Nation Entertainment (LYV) | 7.7 | $120M | 656k | 183.11 | |
| Danaher Corporation (DHR) | 7.6 | $119M | 626k | 190.48 | |
| Meta Platforms Cl A (META) | 7.2 | $113M | 200k | 563.29 | |
| Aercap Holdings Nv SHS (AER) | 7.2 | $112M | 767k | 145.78 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 5.5 | $86M | 1.2M | 74.81 |
