StockDriftsStockDriftsTop 10 Dorsey Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | 14.76% | 140.3K | $185.3M | -27.06%(-52.05K) | $769.21(+95.24%) | 2026-03-31 | |
| AER | AERCAP HOLDINGS NV | 12.27% | 1.12M | $154.1M | -7.54%(-91.57K) | $100.68(+38.83%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 10.04% | 317.0K | $126.1M | new | $106.89(+368.73%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 8.76% | 580.2K | $110.0M | -29.88%(-247.28K) | $219.83(-26.35%) | 2026-03-31 | |
| RPRX | ROYALTY PHARMA PLC | 8.7% | 2.28M | $109.2M | +0.76%(+17.10K) | $35.71(+47.99%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 7.54% | 222.7K | $94.7M | new | $473.97(-14.94%) | 2026-03-31 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 7.38% | 607.6K | $92.7M | +0.77%(+4.64K) | $152.91(+10.44%) | 2026-03-31 | |
| META | META PLATFORMS INC | 7.37% | 161.7K | $92.5M | +0.77%(+1.23K) | $253.16(+142.62%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 6.24% | 1.09M | $78.4M | new | $76.82(-2.25%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 5.51% | 16.4K | $69.2M | +0.78%(+127) | $193.64(-20.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.41% | +102.01% |
| Top 20 Holdings Unweighted | +20.76% | +76.10% |
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