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FolioFact
Q2 2026
·
59/68 funds filed
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Some record dates are in the future and are excluded from the latest observation date.
Quarter snapshot
Dorsey Asset Management
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- Portfolio value
- $1,561,408,466
- Positions
- 11
| history |
Ticker↕ |
Change↕ |
% of portfolio↕ |
Shares / amount↕ |
Value↕ |
|
≡
|
ASML
|
−7% |
16.61% |
130,364 |
$259,351,356
|
|
≡
|
APP
|
+39% |
14.5% |
439,313 |
$226,347,237
|
|
≡
|
RPRX
|
+8% |
8.82% |
2,456,528 |
$137,737,525
|
|
≡
|
BKNG
|
+4409% |
8.46% |
741,500 |
$132,164,960
|
|
≡
|
SPGI
|
+42% |
8.25% |
316,413 |
$128,862,358
|
|
≡
|
UBER
|
+62% |
8.14% |
1,761,941 |
$127,141,663
|
|
≡
|
LYV
|
+8% |
7.69% |
655,658 |
$120,057,536
|
|
≡
|
DHR
|
+8% |
7.64% |
626,211 |
$119,280,671
|
|
≡
|
META
|
+24% |
7.21% |
199,901 |
$112,602,234
|
|
≡
|
AER
|
−32% |
7.16% |
766,828 |
$111,788,186
|
|
≡
|
SUNB
|
−48% |
5.51% |
1,150,578 |
$86,074,740
|
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