13F filing recap · Q1 2026

What did Dorsey Asset Management buy in Q1 2026?

Reported stock-position changes between this filing and the previous one.

Stock value

$1.26B

Positions

Estimated turnover

65.5%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

Dorsey Asset Management opened new positions in Sunbelt Rentals Holdings, Applovin, S&P Global, and Uber Technologies, while exiting Alphabet, Autozone, and Enovis. The firm trimmed Asml Holding and Danaher, and modestly reduced Aercap Holdings. It also added slightly to Royalty Pharma, Live Nation Entertainment, Meta Platforms, and Booking Holdings.

New positions

SUNBSunbelt Rentals Holdings, Inc.$143.52Mreported value+2.20M shares APPApplovin Corp$126.15Mreported value+317.0K shares SPGIS&P Global Inc.$94.72Mreported value+222.7K shares UBERUber Technologies, Inc.$78.42Mreported value+1.09M shares

Increased positions

RPRXRoyalty Pharma Plc$109.21Mreported value+17.1K shares+0.8%LYVLive Nation Entertainment, Inc.$92.67Mreported value+4.6K shares+0.8%METAMeta Platforms, Inc.$92.50Mreported value+1.2K shares+0.8%BKNGBooking Holdings Inc.$69.23Mreported value+127 shares

Reduced positions

ASMLAsml Holding N.v.$185.31Mreported value-52.0K shares-27.1%AERAercap Holdings N.v.$154.12Mreported value-91.6K shares-7.5%DHRDanaher Corporation$110.01Mreported value-247.3K shares-29.9%

Exited positions

AZOAutozone Inc$85.20Mprior reported value-25.1K shares-100.0%GOOGAlphabet Inc.$68.07Mprior reported value-216.9K shares-100.0%ENOVEnovis Corp$60.72Mprior reported value-2.28M shares-100.0%