Not yet filed. No Q3 2026 Form 13F from Dorsey Asset Management has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 14, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| ASML · ASML HOLDING NV | 130,364 | 16.61% |
| APP · AppLovin Corp | 439,313 | 14.50% |
| RPRX · Royalty Pharma plc | 2,456,528 | 8.82% |
| BKNG · Booking Holdings Inc. | 741,500 | 8.46% |
| SPGI · S&P Global Inc. | 316,413 | 8.25% |
| UBER · Uber Technologies, Inc | 1,761,941 | 8.14% |
| LYV · Live Nation Entertainment, Inc. | 655,658 | 7.69% |
| DHR · DANAHER CORP /DE/ | 626,211 | 7.64% |
| META · Meta Platforms, Inc. | 199,901 | 7.21% |
| AER · AerCap Holdings N.V. | 766,828 | 7.16% |
Largest increase 2026 Q1 → 2026 Q2: BKNG (+4409.2% of shares). Largest trim 2026 Q1 → 2026 Q2: SUNB (-47.8% of shares).
Full record: Dorsey Asset Management fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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