📊 Dorsey 13F — Dorsey Asset Management, LLC: $1.6B portfolio, 11 positions (Q2 2026)

1. ASML HLDG NV — $259M (16.6%) 2. APP — $226M (14.5%) 3. ROYALTY PHARMA PLC — $138M (8.8%) 4. BKNG — $132M (8.5%) 5. SPGI — $129M (8.3%) 6. UBER — $127M (8.1%) 7. LYV — $120M (7.7%) 8. DHR — $119M (7.6%) 9. META — $113M (7.2%) 10. AERCAP HOLDINGS NV — $112M (7.2%) 11. SUNB — $86M (5.5%)

1. ASML HLDG NV — $259M (16.6%)