Dorsey Asset Management LLC
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 11
- Portfolio value:
- $1,255,862,000
- Filed:
- May 15, 2026
- CIK:
- 1671657
| Hist | Stock | Activity | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026filed May 15, 264 new3 reduced3 exited | ||||
| ≡ | SUNB – SUNBELT RENTALS HOLDINGS INC | Buy | 2,204,996 | 11.43 |
| ≡ | APP – APPLOVIN CORP | Buy | 316,952 | 10.04 |
| ≡ | SPGI – S&P GLOBAL INC | Buy | 222,683 | 7.54 |
| ≡ | UBER – UBER TECHNOLOGIES INC | Buy | 1,090,281 | 6.24 |
| Q4 2025filed Feb 17, 261 new1 added3 reduced | ||||
| ≡ | LYV – LIVE NATION ENTERTAINMENT IN | Buy | 602,973 | 7.47 |
| ≡ | ASML – ASML HOLDING N V | Add 11.00% | 19,117 | 2.82 |
| Q3 2025filed Nov 14, 251 new1 added7 reduced2 exited | ||||
| ≡ | RPRX – ROYALTY PHARMA PLC | Buy | 2,350,449 | 7.45 |
| ≡ | ASML – ASML HOLDING N.V. | Add 24.00% | 33,237 | 5.01 |
| Q2 2025filed Aug 14, 251 new4 added1 reduced2 exited | ||||
| ≡ | ENOV – ENOVIS CORPORATION | Buy | 2,553,180 | 7.18 |
| ≡ | ASML – ASML HOLDING N V | Add 98.00% | 69,418 | 5.10 |
| ≡ | AER – AERCAP HOLDINGS NV | Add 20.00% | 222,576 | 1.95 |
| ≡ | BKNG – BOOKING HOLDINGS INC | Add 15.00% | 2,321 | 1.70 |
| ≡ | DHR – DANAHER CORPORATION | Add 34.00% | 235,688 | 1.40 |
| Q1 2025filed May 15, 253 new2 added2 reduced3 exited | ||||
| ≡ | AER – AERCAP HOLDINGS NV | Buy | 1,138,542 | 12.33 |
| ≡ | BKNG – BOOKING HOLDINGS INC | Buy | 15,969 | 7.80 |
| ≡ | DHR – DANAHER CORPORATION | Add 75.00% | 296,513 | 5.68 |
| ≡ | ASML – ASML HOLDING N V | Buy | 70,571 | 4.96 |
| ≡ | META – META PLATFORMS INC | Add 19.00% | 38,810 | 2.52 |
| Q4 2024filed Feb 14, 257 added2 reduced1 exited | ||||
| ≡ | GOOG – ALPHABET INC | Add 42.00% | 187,600 | 4.41 |
| ≡ | AZO – AUTOZONE INC | Add 28.00% | 8,112 | 2.40 |
| ≡ | UPWK – UPWORK INC | Add 15.00% | 397,997 | 2.15 |
| ≡ | PYPL – PAYPAL HLDGS INC | Add 12.00% | 138,660 | 1.67 |
| ≡ | SPT – SPROUT SOCIAL INC | Add 17.00% | 330,155 | 1.11 |
| ≡ | SEMR – SEMRUSH HLDGS INC | Add 7.00% | 144,534 | −0.81 |
| ≡ | DHR – DANAHER CORPORATION | Add 33.00% | 97,299 | 0.43 |
| Q3 2024filed Nov 14, 241 new1 added2 reduced | ||||
| ≡ | APP – APPLOVIN CORP | Buy | 698,796 | 9.83 |
| ≡ | SPT – SPROUT SOCIAL INC | Add 14.00% | 250,017 | −1.14 |
| Q2 2024filed Aug 14, 241 new1 added4 reduced | ||||
| ≡ | SPT – SPROUT SOCIAL INC | Buy | 1,725,977 | 7.34 |
| ≡ | AZO – AUTOZONE INC | Add 30.00% | 7,069 | 2.19 |
| Q1 2024filed May 15, 241 new1 added2 reduced | ||||
| ≡ | AZO – AUTOZONE INC | Buy | 23,282 | 8.53 |
| ≡ | SEMR – SEMRUSH HLDGS INC | Add 38.00% | 1,045,082 | 1.02 |