Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| ASMLASML Holding NV | 16.61% | 130,364 | $259M | trimmed−7% | +1.85 pp | 6 q |
| APPApplovin Corporation Class A | 14.50% | 439,313 | $226M | added+39% | +4.46 pp | 2 q |
| RPRXRoyalty Pharma plc Class A | 8.82% | 2,456,528 | $138M | added+8% | +0.12 pp | 4 q |
| BKNGBooking Holdings Inc. | 8.46% | 741,500 | $132M | added+80% | +2.95 pp | 6 q |
| SPGIS&P Global Inc. | 8.25% | 316,413 | $129M | added+42% | +0.71 pp | 2 q |
| UBERUber Technologies, Inc. | 8.14% | 1,761,941 | $127M | added+62% | +1.90 pp | 2 q |
| LYVLive Nation Entertainment Inc. | 7.69% | 655,658 | $120M | added+8% | +0.31 pp | 3 q |
| DHRDanaher Corporation | 7.64% | 626,211 | $119M | added+8% | −1.12 pp | 11 q |
| METAMeta Platforms, Inc. Class A | 7.21% | 199,901 | $113M | added+24% | −0.16 pp | 39+ q |
| AERAercap Holdings N.V. | 7.16% | 766,828 | $112M | trimmed−32% | −5.11 pp | 6 q |
| SUNBSunbelt Rentals Holdings, Inc. | 5.51% | 1,150,578 | $86M | trimmed−48% | −5.92 pp | 2 q |
