Dorsey Asset Management
Dorsey Asset Management (Dorsey Asset Management, LLC) reported 11 positions worth $1.56B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ASML (16.6%). Biggest move: add BKNG ($129.2M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ASML | SH | $259.4M | 16.61% | 1.5 Years | 130,364 | — | — | |
| ▸ 2 | APP | SH | $226.3M | 14.50% | 2 Q | 439,313 | — | — | |
| ▸ 3 | RPRX | SH | $137.7M | 8.82% | 1 Year | 2,456,528 | — | — | |
| ▸ 4 | BKNG | SH | $132.2M | 8.46% | 1.5 Years | 741,500 | — | — | |
| ▸ 5 | SPGI | SH | $128.9M | 8.25% | 2 Q | 316,413 | — | — | |
| ▸ 6 | UBER | SH | $127.1M | 8.14% | 2 Q | 1,761,941 | — | — | |
| ▸ 7 | LYV | SH | $120.1M | 7.69% | 3 Q | 655,658 | — | — | |
| ▸ 8 | DHR | SH | $119.3M | 7.64% | 2.8 Years | 626,211 | — | — | |
| ▸ 9 | META | SH | $112.6M | 7.21% | 9.8 Years | 199,901 | — | — | |
| ▸ 10 | AER | SH | $111.8M | 7.16% | 1.5 Years | 766,828 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Valley Forge Capital (Dev Kantesaria) | 12.5% | N07059210, SPGI |
| Pershing Square (Bill Ackman) | 10.0% | META, UBER |
| Appaloosa (David Tepper) | 9.1% | META, N07059210, UBER |
| Cantillon Capital Management | 8.6% | LYV, SPGI, UBER |
| ValueAct Holdings | 7.4% | LYV, META |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Dorsey Asset Management hold as of Q2 2026?
Dorsey Asset Management reported 11 positions worth $1.56B in its Q2 2026 13F filing. Largest positions: ASML (16.6%), APP (14.5%), RPRX (8.8%), BKNG (8.5%) and SPGI (8.3%).
What did Dorsey Asset Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Dorsey Asset Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.