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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Dorsey Asset Management LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
11
Portfolio value:
$1,561,409,000
Filed:
Aug 14, 2026
CIK:
1671657
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 268 added3 reduced
≡SUNB – SUNBELT RENTALS HOLDINGS INCReduce 47.82%−1,054,418−5.92
≡AER – AERCAP HOLDINGS NVReduce 31.75%−356,661−5.11
≡APP – APPLOVIN CORPAdd 38.61%122,3614.45
≡BKNG – BOOKING HOLDINGS INCAdd 4409.24%725,0562.95
≡UBER – UBER TECHNOLOGIES INCAdd 61.60%671,6601.90
≡ASML – ASML HLDG NVReduce 7.08%−9,9311.85
≡DHR – DANAHER CORP DELAdd 7.92%45,971−1.12
≡SPGI – S&P GLOBAL INCAdd 42.09%93,7300.71
≡LYV – LIVE NATION ENTERTAINMENT INAdd 7.91%48,0490.31
≡META – META PLATFORMS INCAdd 23.64%38,218−0.15
≡RPRX – ROYALTY PHARMA PLCAdd 7.90%179,9580.13
Q1 2026filed May 15, 264 new3 reduced3 exited
≡SUNB – SUNBELT RENTALS HOLDINGS INCBuy2,204,99611.43
≡APP – APPLOVIN CORPBuy316,95210.04
≡DHR – DANAHER CORP DELReduce 29.88%−247,280−7.71
≡SPGI – S&P GLOBAL INCBuy222,683
Q4 2025filed Feb 17, 261 new1 added4 reduced
≡LYV – LIVE NATION ENTERTAINMENT INBuy602,9737.47
≡AZO – AUTOZONE INCReduce 15.92%−4,757−4.12
≡META – META PLATFORMS INCReduce 16.53%−31,774−3.48
≡GOOG – ALPHABET INCReduce 49.48%−212,412−3.48
Q3 2025filed Nov 14, 251 new1 added7 reduced2 exited
≡RPRX – ROYALTY PHARMA PLCBuy2,350,4497.45
≡ASML – ASML HOLDING N.V.Add 23.74%33,2375.01
≡META – META PLATFORMS INCReduce 21.58%−52,884−3.53
≡WIX – WIX COM LTDSell−146,777
Q2 2025filed Aug 14, 251 new4 added1 reduced2 exited
≡ENOV – ENOVIS CORPORATIONBuy2,553,1807.18
≡PYPL – PAYPAL HLDGS INCSell−858,231−5.93
≡SPT – SPROUT SOCIAL INCSell−2,304,414−5.37
≡ASML – ASML HOLDING N VAdd 98.37%69,418
Q1 2025filed May 15, 253 new2 added2 reduced3 exited
≡AER – AERCAP HOLDINGS NVBuy1,138,54212.33
≡SMAR 12/21/18 P22.5 – SMARTSHEET INCSell−1,447,727−8.36
≡BKNG – BOOKING HOLDINGS INCBuy15,9697.80
≡WIX – WIX COM LTDReduce 44.81%
Q4 2024filed Feb 14, 257 added2 reduced1 exited
≡APP – APPLOVIN CORPSell−698,796−9.83
≡GOOG – ALPHABET INCAdd 41.54%187,6004.41
≡AZO – AUTOZONE INCAdd 27.54%8,1122.40
≡UPWK – UPWORK INCAdd 15.03%397,9972.15
Q3 2024filed Nov 14, 241 new1 added2 reduced
≡APP – APPLOVIN CORPBuy698,7969.83
≡SMAR 12/21/18 P22.5 – SMARTSHEET INCReduce 39.80%−987,103−4.11
≡SEMRUSH HLDGS INCReduce 40.60%−1,444,873−2.10
≡SPT – SPROUT SOCIAL INCAdd 14.49%250,017−1.14
Q2 2024filed Aug 14, 241 new1 added4 reduced
≡SPT – SPROUT SOCIAL INCBuy1,725,9777.34
≡GOOG – ALPHABET INCReduce 45.02%−381,029−4.81
≡AZO – AUTOZONE INCAdd 30.36%7,0692.19
≡META – META PLATFORMS INCReduce 16.54%−47,502−1.81
Q1 2024filed May 15, 241 new1 added2 reduced
≡AZO – AUTOZONE INCBuy23,2828.53
≡META – META PLATFORMS INCReduce 25.61%−98,907−1.35
≡HRI – HERC HLDGS INCReduce 13.95%−72,125−1.19
≡SEMRUSH HLDGS INCAdd 37.86%1,045,0821.02
Q4 2023filed Feb 14, 242 new1 added6 reduced3 exited
≡SMAR 12/21/18 P22.5 – SMARTSHEET INCBuy2,546,03215.65
≡SMARTSHEET INCSell−2,694,296−14.23
≡DHR – DANAHER CORPORATIONBuy314,5169.35
≡DIS – DISNEY WALT COSell−627,314
Q3 2023filed Nov 14, 231 new3 added3 reduced1 exited
≡ROKU – ROKU INCSell−781,185−6.62
≡META – META PLATFORMS INCReduce 25.09%−157,115−5.41
≡PYPL – PAYPAL HLDGS INCAdd 100.55%651,9404.20
≡GOOG – ALPHABET INCAdd 22.96%169,491
7.54
≡AZO – AUTOZONE INCSell−25,121−7.41
≡UBER – UBER TECHNOLOGIES INCBuy1,090,2816.24
≡GOOG – ALPHABET INCSell−216,906−5.92
≡ENOV – ENOVIS CORPORATIONSell−2,279,200−5.28
≡ASML – ASML HLDG NVReduce 27.06%−52,048−3.13
≡AER – AERCAP HOLDINGS NVReduce 7.54%−91,570−2.91
≡ASML – ASML HOLDING N VAdd 11.04%19,1172.82
≡ENOV – ENOVIS CORPORATIONReduce 5.01%−120,122−1.26
−2.09
≡SEMRUSH HLDGS INCSell−2,284,578−1.85
≡BKNG – BOOKING HOLDINGSReduce 7.19%−1,315−1.26
≡GOOG – ALPHABET INC CLASS CReduce 35.15%−232,672−1.13
≡DHR – DANAHER CORPReduce 7.14%−66,142−1.08
≡ENOV – ENOVIS CORPORATIONReduce 6.03%−153,858−0.64
≡AER – AERCAPReduce 7.14%−97,120−0.53
≡AZO – AUTOZONEReduce 16.23%−5,789−0.35
5.10
≡WIX – WIX COM LTDReduce 54.04%−172,605−3.44
≡AER – AERCAP HOLDINGS NVAdd 19.55%222,5761.95
≡BKNG – BOOKING HOLDINGS INCAdd 14.53%2,3211.70
≡DHR – DANAHER CORPORATIONAdd 34.09%235,6881.40
−259,359
−7.27
≡DHR – DANAHER CORPORATIONAdd 75.11%296,5135.68
≡PYPL – PAYPAL HLDGS INCReduce 34.04%−442,952−5.51
≡HRI – HERC HLDGS INCSell−272,903−5.33
≡UPWK – UPWORK INCSell−3,045,142−5.13
≡ASML – ASML HOLDING N VBuy70,5714.96
≡META – META PLATFORMS INCAdd 18.64%38,8102.52
≡HRI – HERC HLDGS INCReduce 35.95%−153,157−2.00
≡META – META PLATFORMS INCReduce 10.50%−24,422−1.79
≡PYPL – PAYPAL HLDGS INCAdd 11.93%138,6601.67
≡SPT – SPROUT SOCIAL INCAdd 16.71%330,1551.11
≡SEMRUSH HLDGS INCAdd 6.84%144,534−0.81
≡DHR – DANAHER CORPORATIONAdd 32.71%97,2990.43
≡WIX – WIX COM LTDReduce 24.43%−184,581−1.26
≡SEMRUSH HLDGS INCReduce 6.47%−246,301−0.19
−6.64
≡DG – DOLLAR GEN CORP NEWSell−272,822−3.77
≡HRI – HERC HLDGS INCAdd 19.34%83,7553.17
≡WIX – WIX COM LTDReduce 37.74%−464,042−2.63
≡SEMRUSH HLDGS INCReduce 7.59%−226,7491.53
≡UPWK – UPWORK INCReduce 37.48%−1,676,840−1.29
≡META – META PLATFORMS INCReduce 17.70%−83,051−0.82
≡PYPL – PAYPAL HLDGS INCReduce 5.51%−71,583−0.23
≡GOOG – ALPHABET INCReduce 5.50%−49,963−0.09
3.80
≡DG – DOLLAR GEN CORP NEWBuy272,8223.77
≡HRI – HERC HLDGS INCAdd 113.58%230,3353.05
≡SMARTSHEET INCReduce 17.87%−586,307−2.39
≡WIX – WIX COM LTDReduce 11.77%−164,0520.30