DORSEY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RPRX | 2.28M | $109.21M |
 | SUNB | 2.20M | $143.52M |
 | AER | 1.12M | $154.12M |
 | UBER | 1.09M | $78.42M |
 | LYV | 608K | $92.67M |
 | DHR | 580K | $110.01M |
 | APP | 317K | $126.15M |
 | SPGI | 223K | $94.72M |
 | META | 162K | $92.50M |
 | ASML | 140K | $185.31M |
 | BKNG | 16K | $69.23M |
Royalty Pharma plc
RPRX
Shares Held
2.28M
Value
$109.21M
Sunbelt Rentals Holdings Inc
SUNB
Shares Held
2.20M
Value
$143.52M
AerCap Holdings N.V.
AER
Shares Held
1.12M
Value
$154.12M
Uber Technologies, Inc.
UBER
Shares Held
1.09M
Value
$78.42M
Live Nation Entertainment, Inc.
LYV
Shares Held
608K
Value
$92.67M
Danaher Corporation
DHR
Shares Held
580K
Value
$110.01M
AppLovin Corporation
APP
Shares Held
317K
Value
$126.15M
S&P Global Inc.
SPGI
Shares Held
223K
Value
$94.72M
Meta Platforms, Inc.
META
Shares Held
162K
Value
$92.50M
ASML Holding N.V.
ASML
Shares Held
140K
Value
$185.31M
Booking Holdings Inc.
BKNG
Shares Held
16K
Value
$69.23M