Long-term investor
Dorsey Asset Management, LLC @dorseyassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001671657).
Record
- Tracked since 2025-06-30 (446 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days +16.4% · 6 months n/a · 1 year +32.5% · all +32.5%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ASML · 16.6% · long · since 2025-06-30
- APP · 14.5% · long · since 2026-03-31
- RPRX · 8.8% · long · since 2025-09-30
- BKNG · 8.5% · long · since 2025-06-30
- SPGI · 8.3% · long · since 2026-03-31
- 90353T100 · 8.1% · long · since 2026-03-31
- 538034109 · 7.7% · long · since 2025-12-31
- DHR · 7.6% · long · since 2025-06-30
- META · 7.2% · long · since 2025-06-30
- N00985106 · 7.2% · long · since 2025-06-30
- SUNB · 5.5% · long · since 2026-03-31