Universe · entity
Dorsey Asset Management, LLC
Institutional manager (13F) · CIK 1671657
13F holdings · as of 2026-03-31 · top 11 · reported portfolio $1.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ASML HLDG NV | $185M | 140,295 |
| 2 | AERCAP HOLDINGS NV | $154M | 1,123,489 |
| 3 | SUNBELT RENTALS HOLDINGS INC | $144M | 2,204,996 |
| 4 | APPLOVIN CORP | $126M | 316,952 |
| 5 | DANAHER CORP DEL | $110M | 580,240 |
| 6 | ROYALTY PHARMA PLC | $109M | 2,276,570 |
| 7 | S&P GLOBAL INC | $95M | 222,683 |
| 8 | LIVE NATION ENTERTAINMENT IN | $93M | 607,609 |
| 9 | META PLATFORMS INC | $93M | 161,683 |
| 10 | UBER TECHNOLOGIES INC | $78M | 1,090,281 |
| 11 | BOOKING HOLDINGS INC | $69M | 16,444 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.