Dorsey Asset Management
$1.3B Assets Reported
14 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ASML | ASML HLDG NV | 140,295 | $185M | 14.8% |
| AER | AERCAP HOLDINGS NV | 1,123,489 | $154M | 12.3% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 2,204,996 | $144M | 11.4% |
| APP | APPLOVIN CORP | 316,952 | $126M | 10.0% |
| DHR | DANAHER CORP DEL | 580,240 | $110M | 8.8% |
| RPRX | ROYALTY PHARMA PLC | 2,276,570 | $109M | 8.7% |
| SPGI | S&P GLOBAL INC | 222,683 | $95M | 7.5% |
| LYV | LIVE NATION ENTERTAINMENT IN | 607,609 | $93M | 7.4% |
| META | META PLATFORMS INC | 161,683 | $93M | 7.4% |
| UBER | UBER TECHNOLOGIES INC | 1,090,281 | $78M | 6.2% |
Track Dorsey Asset Management's 13F portfolio: $1.3B in reported holdings, 14 positions. Top holdings, AUM, and quarterly changes on SentiSense.