Dorsey Asset Management, LLC
Top Portfolio Positions
11 positions ·
$1,255,861,255 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ASML |
Asml Holding NV
Technology
|
140,295 | $185,305,844 | 14.76% | |
| AER |
AerCap Holdings N.V.
Industrials
|
1,123,489 | $154,120,221 | 12.27% | |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
2,204,996 | $143,523,189 | 11.43% | |
| APP |
AppLovin Corp
Communication Services
|
316,952 | $126,146,896 | 10.04% | |
| DHR |
Danaher Corp /De/
Healthcare
|
580,240 | $110,013,504 | 8.76% | |
| RPRX |
Royalty Pharma plc
Healthcare
|
2,276,570 | $109,207,062 | 8.70% | |
| SPGI |
S&P Global Inc.
Financial Services
|
222,683 | $94,715,987 | 7.54% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
607,609 | $92,666,448 | 7.38% | |
| META |
Meta Platforms, Inc.
Communication Services
|
161,683 | $92,503,694 | 7.37% | |
| UBER |
Uber Technologies, Inc
Technology
|
1,090,281 | $78,423,912 | 6.24% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AER
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154,120,221 | 1,123,489 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $174,676,881 | 1,215,059 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $152,943,758 | 1,263,998 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $159,250,806 | 1,361,118 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $116,324,836 | 1,138,542 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||