Dorsey Asset Management, LLC: 13F holdings
CIK 16716572026Q2
| Positions | 11 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 11 (+0 vs prior quarter) |
|---|
| Reported value | $1.6bn (+24.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ASML HLDG NV | 130,364 | $259.4m | 16.6% |
| APP APPLOVIN CORP | 439,313 | $226.3m | 14.5% |
| ROYALTY PHARMA PLC | 2,456,528 | $137.7m | 8.8% |
| BKNG BOOKING HOLDINGS INC | 741,500 | $132.2m | 8.5% |
| SPGI S&P GLOBAL INC | 316,413 | $128.9m | 8.3% |
| UBER UBER TECHNOLOGIES INC | 1,761,941 | $127.1m | 8.1% |
| LYV LIVE NATION ENTERTAINMENT IN | 655,658 | $120.1m | 7.7% |
| DHR DANAHER CORP DEL | 626,211 | $119.3m | 7.6% |
| META META PLATFORMS INC | 199,901 | $112.6m | 7.2% |
| AERCAP HOLDINGS NV | 766,828 | $111.8m | 7.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1671657")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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