Dorsey Asset Management, LLC
CHICAGO IL · SEC CIK 0001671657
$12.56亿2026Q1 申报市值
11持仓数
94.5%前十大占比 · 第一大 14.8%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SUNB 新建仓+$1.44亿
APP 新建仓+$1.26亿
SPGI 新建仓+$9,471.60万
UBER 新建仓+$7,842.39万
RPRX 加仓+$82.03万
2026Q1 卖出最多 按季末市值估算
AZO 清仓-$8,519.79万
ASML 减仓-$6,874.66万
GOOG 清仓-$6,806.51万
ENOV 清仓-$6,071.79万
DHR 减仓-$4,688.43万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | $1.85亿 | 14.76% | 140,295 | -52,048 | -27.1% | -$6,874.66万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $1.54亿 | 12.27% | 1,123,489 | -91,570 | -7.5% | -$1,256.16万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1.44亿 | 11.43% | 2,204,996 | 2,204,996 | — | $1.44亿 | 新建仓 |
| APP | APPLOVIN CORP | $1.26亿 | 10.04% | 316,952 | 316,952 | — | $1.26亿 | 新建仓 |
| DHR | DANAHER CORP DEL | $1.10亿 | 8.76% | 580,240 | -247,280 | -29.9% | -$4,688.43万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $1.09亿 | 8.70% | 2,276,570 | 17,101 | 0.8% | $82.03万 | 加仓 |
| SPGI | S&P GLOBAL INC | $9,471.60万 | 7.54% | 222,683 | 222,683 | — | $9,471.60万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $9,266.64万 | 7.38% | 607,609 | 4,636 | 0.8% | $70.70万 | 加仓 |
| META | META PLATFORMS INC | $9,250.37万 | 7.37% | 161,683 | 1,233 | 0.8% | $70.54万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $7,842.39万 | 6.24% | 1,090,281 | 1,090,281 | — | $7,842.39万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $6,923.45万 | 5.51% | 16,444 | 127 | 0.8% | $53.47万 | 加仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -25,121 | -100.0% | -$8,519.79万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -216,906 | -100.0% | -$6,806.51万 | 清仓 |
| ENOV | ENOVIS CORPORATION | $0 | 0.00% | 0 | -2,279,200 | -100.0% | -$6,071.79万 | 清仓 |