Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Dorsey Asset Management, LLC (CIK 1671657) reported $1.26B across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ASML ($185.3M, 14.76%), AER ($154.1M, 12.27%), ($143.5M, 11.43%), APP ($126.1M, 10.04%), DHR ($110.0M, 8.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML HLDG NV | $185.3M | 14.76% | 140,295 | Trimmed |
| 2 | AER | AERCAP HOLDINGS NV | $154.1M | 12.27% | 1.1M | Trimmed |
| 3 | SUNBELT RENTALS HOLDINGS INC | $143.5M | 11.43% | 2.2M | New | |
| 4 | APP | APPLOVIN CORP | $126.1M | 10.04% | 316,952 | New |
| 5 | DHR | DANAHER CORP DEL | $110.0M | 8.76% | 580,240 | Trimmed |
| 6 | RPRX | ROYALTY PHARMA PLC | $109.2M | 8.70% | 2.3M | Added |
| 7 | SPGI | S&P GLOBAL INC | $94.7M | 7.54% | 222,683 | New |
| 8 | LYV | LIVE NATION ENTERTAINMENT IN | $92.7M | 7.38% | 607,609 | Added |
| 9 | META | META PLATFORMS INC | $92.5M | 7.37% | 161,683 | Added |
| 10 | UBER | UBER TECHNOLOGIES INC | $78.4M | 6.24% | 1.1M | New |
| 11 | BKNG | BOOKING HOLDINGS INC | $69.2M | 5.51% | 16,444 | Added |
| 12 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 13 | AZO | AUTOZONE INC | $0 | 0.00% | 0 | Exited |
| 14 | ENOV | ENOVIS CORPORATION | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31