13F Filing
Dorsey Asset Management, LLC
Filed2026.08.14
FilingCurrent Portfolio
$1.56B
Previous Portfolio
$1.26B
Change
+24.33%
Holdings
ASMLASML HLDG NVReduced$259.4M16.61%
APPAPPLOVIN CORPIncreased$226.3M14.50%
RPRXROYALTY PHARMA PLCIncreased$137.7M8.82%
BKNGBOOKING HOLDINGS INCIncreased$132.2M8.46%
SPGIS&P GLOBAL INCIncreased$128.9M8.25%
UBERUBER TECHNOLOGIES INCIncreased$127.1M8.14%
LYVLIVE NATION ENTERTAINMENT INIncreased$120.1M7.69%
DHRDANAHER CORP DELIncreased$119.3M7.64%
METAMETA PLATFORMS INCIncreased$112.6M7.21%
AERAERCAP HOLDINGS NVReduced$111.8M7.16%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  ASML ASML HLDG NV | 16.61% | Reduced | $259.4M | 130,364 | −9,931 | Information Technology |
| 2 |  APP APPLOVIN CORP | 14.50% | Increased | $226.3M | 439,313 | +122,361 | Communication Services |
| 3 |  RPRX ROYALTY PHARMA PLC | 8.82% | Increased | $137.7M | 2,456,528 | +179,958 | Financials |
| 4 |  BKNG BOOKING HOLDINGS INC | 8.46% | Increased | $132.2M | 741,500 | +330,400 | Consumer Discretionary |
| 5 |  SPGI S&P GLOBAL INC | 8.25% | Increased | $128.9M | 316,413 | +93,730 | Financials |
| 6 |  UBER UBER TECHNOLOGIES INC | 8.14% | Increased | $127.1M | 1,761,941 | +671,660 | Industrials |
| 7 |  LYV LIVE NATION ENTERTAINMENT IN | 7.69% | Increased | $120.1M | 655,658 | +48,049 | Communication Services |
| 8 |  DHR DANAHER CORP DEL | 7.64% | Increased | $119.3M | 626,211 | +45,971 | Health Care |
| 9 |  META META PLATFORMS INC | 7.21% | Increased | $112.6M | 199,901 | +38,218 | Communication Services |
| 10 |  AER AERCAP HOLDINGS NV | 7.16% | Reduced | $111.8M | 766,828 | −356,661 | Financials |
Portfolio Changes
Buy Positions
New Buy
Nothing to show yet
Additional Buy
+38.61%
+122,361Shares
+7.90%
+179,958Shares
+80.37%
+330,400Shares
+42.09%
+93,730Shares
+61.60%
+671,660Shares
Sell Positions
Full Exit
Nothing to show yet
Partial Exit
−7.08%
−9,931Shares
−31.75%
−356,661Shares
−47.82%
−1,054,418Shares
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