Dorsey Asset Management, LLC - Portfolio Stock Holdings
Dorsey Asset Management, LLC disclosed 14 stock positions in a recent SEC 13F filing. $1,178,246,867 of stock holdings were filed, with the largest holdings including ASML, AER, and SUNB. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.We estimate the fund has a total AUM of $1,445,270,658 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.
Report Period:
March 31, 2026No. of Stocks:
14Est. Stock Holding Value:
$1,178,246,867Top Stock Holdings By Sector
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Portfolio Stock Holdings - Dorsey Asset Management, LLC
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