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Dorsey Asset Management, LLC
7%held throughout
Sorted by portfolio weight, high to low
| Ticker unavailableASML HOLDING N VUnclassified | 14.8%-3.1% | Reduced27.1% | 140,295 | $1320.83 | $185.3M |
| Ticker unavailableAERCAP HOLDINGS NVUnclassified | 12.3%-2.9% | Reduced7.5% | 1,123,489 | $137.18 | $154.1M |
| SUNBNEWSUNBELT RENTALS HOLDINGS INCConsumer Discretionary | 11.4%+11.4% | New | 2,204,996 | $65.09 | $143.5M |
| APPNEWAPPLOVIN CORP-CLASS ACommunication Services | 10.0%+10.0% | New | 316,952 | $398.00 | $126.1M |
| DHRDANAHER CORPIndustrials | 8.8%-7.7% | Reduced29.9% | 580,240 | $189.60 | $110.0M |
| Ticker unavailableROYALTY PHARMA PLCUnclassified | 8.7%+1.1% | Increased0.8% | 2,276,570 | $47.97 | $109.2M |
| SPGINEWS&P GLOBAL INCConsumer Discretionary | 7.5%+7.5% | New | 222,683 | $425.34 | $94.7M |
| LYVLIVE NATION ENTERTAINMENT INConsumer Discretionary | 7.4%-0.1% | Increased0.8% | 607,609 | $152.51 | $92.7M |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 7.4%-1.8% | Increased0.8% | 161,683 | $572.13 | $92.5M |
| UBERNEWUBER TECHNOLOGIES INCConsumer Discretionary | 6.2%+6.2% | New | 1,090,281 | $71.93 | $78.4M |
| BKNGBOOKING HOLDINGS INCIndustrials | 5.5%-2.1% | Increased0.8% | 16,444 | $4210.32 | $69.2M |