Holdings
Dorsey Asset Management, LLC
As of Jun 30, 2026, Dorsey Asset Management, LLC reported 9 positions worth US$1.31B. Largest: Asml Holding Nv, Applovin Corporation and Booking Holdings Inc. Common Stock. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Asml Holding Nv | 130K | US$259M | −9,931 | Jun 30, 2026 |
| Applovin Corporation | 439K | US$226M | +122K | Jun 30, 2026 |
| Booking Holdings Inc. Common Stock | 742K | US$132M | +725K | Jun 30, 2026 |
| S&p Global Inc. | 316K | US$129M | +93,730 | Jun 30, 2026 |
| Uber Technologies, Inc. | 1.76M | US$127M | +672K | Jun 30, 2026 |
| Live Nation Entertainment, Inc. | 656K | US$120M | +48,049 | Jun 30, 2026 |
| Danaher Corporation | 626K | US$119M | +45,971 | Jun 30, 2026 |
| Meta Platforms, Inc. | 200K | US$113M | +38,218 | Jun 30, 2026 |
| Sunbelt Rentals Holdings, Inc. | 1.15M | US$86.1M | −1.05M | Jun 30, 2026 |