Dorsey Asset Management, LLC reported 11 holdings worth US$1.56B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Dorsey Asset Management, LLC reported 11 holdings worth US$1.56B as of Jun 30, 2026. Largest: Asml Holding Nv, Applovin Corporation and Booking Holdings Inc. Common Stock. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 11
- Value as reported
- US$1.56B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Asml Holding Nv | 130K | US$259M | 16.6% |
| Applovin Corporation | 439K | US$226M | 14.5% |
| Booking Holdings Inc. Common Stock | 742K | US$132M | 8.5% |
| S&p Global Inc. | 316K | US$129M | 8.3% |
| Uber Technologies, Inc. | 1.76M | US$127M | 8.1% |
| Live Nation Entertainment, Inc. | 656K | US$120M | 7.7% |
| Danaher Corporation | 626K | US$119M | 7.6% |
| Meta Platforms, Inc. | 200K | US$113M | 7.2% |
| Sunbelt Rentals Holdings, Inc. | 1.15M | US$86.1M | 5.5% |