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Home > Institutional Investor > Dorsey Asset Management, Llc > Profile

Instuitional Investor - Dorsey Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Dorsey Asset Management, Llc
Portfolio Value $1,561,408,466
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
A S M L Holding N V
 ASML 130,364 $259,351,356 16.61%
2.
Applovin Corp
 APP 439,313 $226,347,237 14.5%
3.
Royalty Pharma Plc
 RPRX 2,456,528 $137,737,525 8.82%
4.
Booking Holdings Inc.
 BKNG 741,500 $132,164,960 8.46%
5.
S&P Global Inc.
 SPGI 316,413 $128,862,358 8.25%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.