SEC Form 13F

Dorsey Asset Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$1,561,408,466
Positions11

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ASML HLDG NVASMLN Y REGISTRY SHS$259,351,356130,364
APPLOVIN CORPAPPCOM CL A$226,347,237439,313
ROYALTY PHARMA PLCRPRXSHS CLASS A$137,737,5252,456,528
BOOKING HOLDINGS INCBKNGCOM$132,164,960741,500
S&P GLOBAL INCSPGICOM$128,862,358316,413
UBER TECHNOLOGIES INCUBERCOM$127,141,6631,761,941
LIVE NATION ENTERTAINMENT INLYVCOM$120,057,536655,658
DANAHER CORP DELDHRCOM$119,280,671626,211
META PLATFORMS INCMETACL A$112,602,234199,901
AERCAP HOLDINGS NVAERSHS$111,788,186766,828

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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