Dorsey Asset Management, LLC — 13F holdings

Dorsey Asset Management, LLC reported 11 holdings worth $1.56B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. ASML ASML Holding N V — $259M (16.6%)
2. APP APPLOVIN CORP — $226M (14.5%)
3. RPRX ROYALTY PHARMA PLC — $138M (8.8%)
4. BKNG BOOKING HOLDINGS INC — $132M (8.5%)
5. SPGI S&P GLOBAL INC — $129M (8.3%)
6. UBER UBER TECHNOLOGIES INC — $127M (8.1%)
7. LYV LIVE NATION ENTERTAINMENT IN — $120M (7.7%)
8. DHR DANAHER CORPORATION — $119M (7.6%)
9. META META PLATFORMS INC — $113M (7.2%)
10. AER AERCAP HOLDINGS NV — $112M (7.2%)