13F filing recap · Q2 2026
What did Dorsey Asset Management buy in Q2 2026?
Reported stock-position changes between this filing and the previous one.
Stock value
$1.56B
Positions
11
Estimated turnover
34.0%
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 trimmed Asml Holding and Aercap Holdings while substantially reducing Sunbelt Rentals Holdings. The firm substantially added to Applovin, S&P Global, and Uber Technologies, and dramatically increased its Booking Holdings stake. It also modestly added to Royalty Pharma, Live Nation, and Danaher, and increased Meta Platforms.
Increased positions
APPApplovin Corp$226.35Mreported value+122.4K shares+38.6%RPRXRoyalty Pharma Plc$137.74Mreported value+180.0K shares+7.9%BKNGBooking Holdings Inc.$132.16Mreported value+725.1K shares+4409.2%SPGIS&P Global Inc.$128.86Mreported value+93.7K shares+42.1%UBERUber Technologies, Inc.$127.14Mreported value+671.7K shares+61.6%LYVLive Nation Entertainment, Inc.$120.06Mreported value+48.0K shares+7.9%DHRDanaher Corporation$119.28Mreported value+46.0K shares+7.9%METAMeta Platforms, Inc.$112.60Mreported value+38.2K shares+23.6%