StockScan > Holders > Dorsey Asset Management

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 $762.50 N/A 199,901 $152,424,513 14.78%
2 Danaher Corporation DHR $222.84 N/A 626,211 $139,544,859 13.53%
3 Royalty Pharma plc Class A Ordinary Shares RPRX $56.57 N/A 2,456,528 $138,965,789 13.47%
4 S&P Global Inc. SPGI $409.99 N/A 316,413 $129,726,166 12.58%
5 Uber Technologies, Inc. UBER $71.32 N/A 1,761,941 $125,661,632 12.18%
6 Applovin Corporation Class A Common Stock APP $272.28 N/A 439,313 $119,616,144 11.60%
7 Booking Holdings Inc. Common Stock BKNG $157.51 N/A 741,500 $116,793,665 11.32%
8 Live Nation Entertainment Inc. LYV $171.32 N/A 655,658 $112,327,329 10.89%
9 Aercap Holdings N.V. AER $145.68 N/A 766,828 $111,711,503 10.83%
10 Sunbelt Rentals Holdings, Inc. SUNB $77.33 N/A 1,150,578 $88,974,197 8.63%
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