Dorsey Asset Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SUNBELT RENTALS HOLDINGS INC(SUNB) | 0 | 2,204,996 | +2,204,996 | 0 | 143,523,190 | 11.43% | +143,523,190 |
| APPLOVIN CORP(APP) | 0 | 316,952 | +316,952 | 0 | 126,146,896 | 10.04% | +126,146,896 |
| S&P GLOBAL INC(SPGI) | 0 | 222,683 | +222,683 | 0 | 94,715,987 | 7.54% | +94,715,987 |
| UBER TECHNOLOGIES INC(UBER) | 0 | 1,090,281 | +1,090,281 | 0 | 78,423,912 | 6.24% | +78,423,912 |
| ROYALTY PHARMA PLC(RPRX) | 2,259,469 | 2,276,570 | +17,101 | 87,305,882 | 109,207,063 | 8.70% | +21,901,181 |
| LIVE NATION ENTERTAINMENT IN(LYV) | 602,973 | 607,609 | +4,636 | 85,923,653 | 92,666,449 | 7.38% | +6,742,796 |
| META PLATFORMS INC(META) | 160,450 | 161,683 | +1,233 | 105,911,441 | 92,503,695 | 7.37% | -13,407,746 |
| BOOKING HOLDINGS INC(BKNG) | 16,317 | 16,444 | +127 | 87,382,920 | 69,234,502 | 5.51% | -18,148,418 |
| ASML HLDG NV | 192,343 | 140,295 | -52,048 | 205,780,082 | 185,305,845 | 14.76% | -20,474,237 |
| AERCAP HOLDINGS NV(AER) | 1,215,059 | 1,123,489 | -91,570 | 174,676,882 | 154,120,221 | 12.27% | -20,556,661 |
| ENOVIS CORPORATION(ENOV) | 2,279,200 | 0 | -2,279,200 | 60,717,888 | 0 | — | -60,717,888 |
| ALPHABET INC(GOOG) | 216,906 | 0 | -216,906 | 68,065,103 | 0 | — | -68,065,103 |
| DANAHER CORP DEL(DHR) | 827,520 | 580,240 | -247,280 | 189,435,878 | 110,013,504 | 8.76% | -79,422,374 |
| AUTOZONE INC(AZO) | 25,121 | 0 | -25,121 | 85,197,872 | 0 | — | -85,197,872 |