Dorsey Asset Management, LLC Top Holdings and 13F Report (2026) About Dorsey Asset Management, LLCInvestment ActivityDorsey Asset Management, LLC has $1.26 billion in total holdings as of March 31, 2026.Dorsey Asset Management, LLC owns shares of 11 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 35.48% of the portfolio was purchased this quarter.About 27.25% of the portfolio was sold this quarter.This quarter, Dorsey Asset Management, LLC has purchased 10 new stocks and bought additional shares in 4 stocks.Dorsey Asset Management, LLC sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings ASML $185,305,845Aercap $154,120,221SUNBELT RENTALS HOLDINGS INC $143,523,190APPLOVIN CORP $126,146,896Danaher $110,013,504 Largest New Holdings this Quarter 866966104 - SUNBELT RENTALS HOLDINGS INC $143,523,190 Holding03831W108 - APPLOVIN CORP $126,146,896 Holding78409V104 - S&P Global $94,715,987 Holding90353T100 - Uber Technologies $78,423,912 Holding Largest Purchases this Quarter SUNBELT RENTALS HOLDINGS INC 2,204,996 shares (about $143.52M)APPLOVIN CORP 316,952 shares (about $126.15M)S&P Global 222,683 shares (about $94.72M)Uber Technologies 1,090,281 shares (about $78.42M)Royalty Pharma 17,101 shares (about $820.33K) Largest Sales this Quarter ASML 52,048 shares (about $68.75M)Danaher 247,280 shares (about $46.88M)Aercap 91,570 shares (about $12.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDorsey Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorASMLASML$185,305,845$68,746,560 â–¼-27.1%140,29514.8%Computer and TechnologyAERAercap$154,120,221$12,561,573 â–¼-7.5%1,123,48912.3%TransportationSUNBELT RENTALS HOLDINGS INC$143,523,190$143,523,190 â–²New Holding2,204,99611.4%SHSAPPLOVIN CORP$126,146,896$126,146,896 â–²New Holding316,95210.0%COM CL ADHRDanaher$110,013,504$46,884,288 â–¼-29.9%580,2408.8%MedicalRPRXRoyalty Pharma$109,207,063$820,335 â–²0.8%2,276,5708.7%MedicalSPGIS&P Global$94,715,987$94,715,987 â–²New Holding222,6837.5%FinanceLYVLive Nation Entertainment$92,666,449$707,036 â–²0.8%607,6097.4%Consumer DiscretionaryMETAMeta Platforms$92,503,695$705,436 â–²0.8%161,6837.4%Computer and TechnologyUBERUber Technologies$78,423,912$78,423,912 â–²New Holding1,090,2816.2%Computer and TechnologyBKNGBooking$69,234,502$534,711 â–²0.8%16,4445.5%Retail/WholesaleAZOAutoZone$0$85,197,872 â–¼-100.0%00.0%Retail/WholesaleGOOGAlphabet$0$68,065,103 â–¼-100.0%00.0%Computer and TechnologyENOVEnovis$0$60,717,888 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
