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Dorsey Asset Management's Portfolio and 13F Filing

Value: $1.03B
Website: www.dorseyasset.com
CIK: 0001671657
Phone: 312-982-2543
Address: 150 North Wacker Dr. Suite 960, Chicago, IL (60606)
Latest 13F Filing: 2026-08-14
Dorsey Asset Management's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

 Current Value Percent
1 Meta Platforms, Inc. Class A Common Stock META $764.00 N/A 199,901 $152,724,864 14.81%
2 Danaher Corporation DHR $224.68 N/A 626,211 $140,693,956 13.64%
3 Royalty Pharma plc Class A Ordinary Shares RPRX $56.56 N/A 2,456,528 $138,941,224 13.47%
4 S&P Global Inc. SPGI $410.95 N/A 316,413 $130,029,922 12.61%
5 Uber Technologies, Inc. UBER $71.26 N/A 1,761,941 $125,547,106 12.17%
6 Applovin Corporation Class A Common Stock APP $271.59 N/A 439,313 $119,313,018 11.57%
7 Booking Holdings Inc. Common Stock BKNG $157.58 N/A 741,500 $116,841,863 11.33%
8 Live Nation Entertainment Inc. LYV $171.05 N/A 655,658 $112,150,301 10.87%
9 Aercap Holdings N.V. AER $146.08 N/A 766,828 $112,018,234 10.86%
10 Sunbelt Rentals Holdings, Inc. SUNB $77.32 N/A 1,150,578 $88,962,691 8.62%
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