StockDriftsStockDriftsTop 10 Dorsey Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | 16.61% | 130.4K | $259.4M | -7.08%(-9.93K) | $769.21(+142.82%) | 2026-06-30 | |
| APP | APPLOVIN CORP | 14.5% | 439.3K | $226.3M | +38.61%(+122.36K) | $200.68(+55.60%) | 2026-06-30 | |
| RPRX | ROYALTY PHARMA PLC | 8.82% | 2.46M | $137.7M | +7.90%(+179.96K) | $36.85(+60.66%) | 2026-06-30 | |
| BKNG | BOOKING HOLDINGS INC | 8.46% | 741.5K | $132.2M | +80.37%(+330.40K) | $183.76(+15.40%) | 2026-06-30 | |
| SPGI | S&P GLOBAL INC | 8.25% | 316.4K | $128.9M | +42.09%(+93.73K) | $452.48(-8.14%) | 2026-06-30 | |
| UBER | UBER TECHNOLOGIES INC | 8.14% | 1.76M | $127.1M | +61.60%(+671.66K) | $74.61(+2.61%) | 2026-06-30 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 7.69% | 655.7K | $120.1M | +7.91%(+48.05K) | $153.86(+20.47%) | 2026-06-30 | |
| DHR | DANAHER CORP DEL | 7.64% | 626.2K | $119.3M | +7.92%(+45.97K) | $217.43(-6.89%) | 2026-06-30 | |
| META | META PLATFORMS INC | 7.21% | 199.9K | $112.6M | +23.64%(+38.22K) | $309.88(+87.26%) | 2026-06-30 | |
| AER | AERCAP HOLDINGS NV | 7.16% | 766.8K | $111.8M | -31.75%(-356.66K) | $100.68(+51.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +34.62% | +143.98% | +2.71% | +14.33% |
| Top 20 Holdings Unweighted | +28.25% | +110.94% | -1.13% | -5.50% |
Dorsey Asset Management LLC reports $1.56B in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are ASML (16.6%), APP (14.5%) and RPRX (8.8%). The top 20 holdings account for 94.48% of reported assets. Its disclosed equity book has returned +143.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dorsey Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1671657). View Dorsey Asset Management LLC’s 13F filings on SEC