Dorsey Asset Management
$1.6B 13F equity value
11 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Dorsey Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ASML | ASML HLDG NV | 130,364 | $259M | 16.6% |
| APP | APPLOVIN CORP | 439,313 | $226M | 14.5% |
| RPRX | ROYALTY PHARMA PLC | 2,456,528 | $138M | 8.8% |
| BKNG | BOOKING HOLDINGS INC | 741,500 | $132M | 8.5% |
| SPGI | S&P GLOBAL INC | 316,413 | $129M | 8.3% |
| UBER | UBER TECHNOLOGIES INC | 1,761,941 | $127M | 8.1% |
| LYV | LIVE NATION ENTERTAINMENT IN | 655,658 | $120M | 7.7% |
| DHR | DANAHER CORP DEL | 626,211 | $119M | 7.6% |
| META | META PLATFORMS INC | 199,901 | $113M | 7.2% |
| AER | AERCAP HOLDINGS NV | 766,828 | $112M | 7.2% |
Track Dorsey Asset Management's 13F portfolio: $1.6B in reported holdings, 11 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}