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SEC filer: Dorsey Asset Management, LLC · quarter ending 2026-03-31 · filed 2026-05-15 · $1.26B across 11 reported positions
| ASML HOLDING N V | EXITED | 192,343 → 0 sh | $205.8M |
| DANAHER CORPORATION | EXITED | 827,520 → 0 sh | $189.4M |
| ASML HLDG NV | NEW POSITION | 0 → 140,295 sh | $185.3M |
| SUNB | NEW POSITION | 0 → 2,204,996 sh | $143.5M |
| APP | NEW POSITION | 0 → 316,952 sh | $126.1M |
| DANAHER CORP DEL | NEW POSITION | 0 → 580,240 sh | $110.0M |
| S&P GLOBAL INC | NEW POSITION | 0 → 222,683 sh | $94.7M |
| AZO | EXITED | 25,121 → 0 sh | $85.2M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | ASML HLDG NVno ticker match — as filed | 14.8% | $185.3M | 140,295 | SHARES |
| 2 | AERAERCAP HOLDINGS NV | 12.3% | $154.1M | 1,123,489 | SHARES |
| 3 | SUNBSUNBELT RENTALS HOLDINGS INC | 11.4% | $143.5M | 2,204,996 | SHARES |
| 4 | APPAPPLOVIN CORP | 10.0% | $126.1M | 316,952 | SHARES |
| 5 | DANAHER CORP DELno ticker match — as filed | 8.8% | $110.0M | 580,240 | SHARES |
| 6 | RPRXROYALTY PHARMA PLC | 8.7% | $109.2M | 2,276,570 | SHARES |
| 7 | S&P GLOBAL INCno ticker match — as filed |
| 7.5% |
| $94.7M |
| 222,683 |
| SHARES |
| 8 | LIVE NATION ENTERTAINMENT INno ticker match — as filed | 7.4% | $92.7M | 607,609 | SHARES |
| 9 | METAMETA PLATFORMS INC | 7.4% | $92.5M | 161,683 | SHARES |
| 10 | UBERUBER TECHNOLOGIES INC | 6.2% | $78.4M | 1,090,281 | SHARES |
| 11 | BKNGBOOKING HOLDINGS INC | 5.5% | $69.2M | 16,444 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.