SEC EDGAR Form 13F
Dorsey Asset Management
Dorsey Asset Management is an institutional investment manager identified in SEC EDGAR Form 13F data.
Latest Form 13F: 11 long U.S. equity positions, $1.3B reported value for the period ended Mar 31, 2026, led by ASML HLDG NV, AERCAP HOLDINGS NV, and SUNBELT RENTALS HOLDINGS INC.
CIK: 1671657 · Filed: May 15, 2026 · Period: Mar 31, 2026
Reported value
$1.3B
Positions
11
Key person
13F reporting manager
Style
Institutional 13F
Top holding
ASML · ASML HLDG NV
Period
Mar 31, 2026
Filed
May 15, 2026
CIK
1671657
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →ASML
ASML HLDG NV
Portfolio weight
14.76%
AER
AERCAP HOLDINGS NV
Portfolio weight
12.27%
--
SUNBELT RENTALS HOLDINGS INC
Portfolio weight
11.43%
APP
APPLOVIN CORP
Portfolio weight
10.04%
DHR
DANAHER CORP DEL
Portfolio weight
8.76%
Top reported holdings
Showing the top 11 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML HLDG NV | 140.3K | $185M | 14.76% | -27.1% |
| 2 | AER | AERCAP HOLDINGS NV | 1.1M | $154M | 12.27% | -7.5% |
| 3 | -- | SUNBELT RENTALS HOLDINGS INC | 2.2M | $144M | 11.43% | -- |
| 4 | APP | APPLOVIN CORP | 317.0K | $126M | 10.04% | -- |
| 5 | DHR | DANAHER CORP DEL | 580.2K | $110M | 8.76% | -29.9% |
| 6 | RPRX | ROYALTY PHARMA PLC | 2.3M | $109M | 8.70% | +0.8% |
| 7 | SPGI | S&P GLOBAL INC | 222.7K | $95M | 7.54% | -- |
| 8 | LYV | LIVE NATION ENTERTAINMENT IN | 607.6K | $93M | 7.38% | +0.8% |
| 9 | META | META PLATFORMS INC | 161.7K | $93M | 7.37% | +0.8% |
| 10 | UBER | UBER TECHNOLOGIES INC | 1.1M | $78M | 6.24% | -- |
| 11 | BKNG | BOOKING HOLDINGS INC | 16.4K | $69M | 5.51% | +0.8% |
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