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DORSEY ASSET MANAGEMENT, LLC

AUM: $1.11 B

13-F Portfolio Value: $1.26 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 94.49%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
RPRX	ROYALTY PHARMA PLC	8.7%	2,276,570	$109,207,063	17,101	0.76%	$47.97	13F
LYV	LIVE NATION ENTERTAINMENT IN	7.38%	607,609	$92,666,449	4,636	0.77%	$152.51	13F
META	META PLATFORMS INC	7.37%	161,683	$92,503,695	1,233	0.77%	$572.13	13F
BKNG	BOOKING HOLDINGS INC	5.51%	16,444	$69,234,502	127	0.78%	$4210.32	13F