account_balance

Investment manager · 13F filer · SEC CIK 1671657

Dorsey Asset Management, LLC

Reported value$1.56Bas of Jun 30, 2026
Positions11 0 new, 0 sold out
Top 10 weight94.5%ASML alone is 17%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 11 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 11 as a list
ASML ASML Holding NV 16.6% Trimmed −7%APP AppLovin Corp 14.5% Added +39%RPRX Royalty Pharma PLC 8.8% Added +8%BKNG Booking Holdings Inc. 8.5% Added +80%SPGI S&P Global Inc. 8.3% Added +42%UBER Uber Technologies, Inc 8.1% Added +62%LYV Live Nation Entertainment, Inc. 7.7% Added +8%DHR Danaher Corp 7.6% Added +8%META Meta Platforms, Inc. 7.2% Added +24%AER AerCap Holdings N.V. 7.2% Trimmed −32%SUNB Sunbelt Rentals Holdings, Inc. 5.5% Trimmed −48%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew

None

arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist