多尔西资产管理 2026Q1 13F 持仓
Dorsey Asset Management 帕特·多尔西 组合详情。
组合市值：$1,255,861,264；当前持仓：11；上一报告期：2025-12-31
| # | Ticker | Name | Market Value | Shares | Weight | Status |
|---|---|---|---|---|---|---|
| 1 | ASML | 阿斯麦 | $185,305,845 | 140295 | 14.76% | 持有 |
| 2 | AER | AerCap Holdings NV | $154,120,221 | 1123489 | 12.27% | 持有 |
| 3 | SUNBELT RENTALS HOLDINGS INC SHS | $143,523,190 | 2204996 | 11.43% | 新增 | |
| 4 | APP | Applovin Corp. | $126,146,896 | 316952 | 10.04% | 新增 |
| 5 | DHR | 丹纳赫 | $110,013,504 | 580240 | 8.76% | 持有 |
| 6 | RPRX | Royalty Pharma Plc | $109,207,063 | 2276570 | 8.7% | 持有 |
| 7 | SPGI | 标普全球 | $94,715,987 | 222683 | 7.54% | 新增 |
| 8 | LYV | Live Nation Entertainment, Inc. | $92,666,449 | 607609 | 7.38% | 持有 |
| 9 | META | Meta Platforms, Inc. | $92,503,695 | 161683 | 7.37% | 持有 |
| 10 | UBER | 优步 | $78,423,912 | 1090281 | 6.24% | 新增 |
| 11 | BKNG | 缤客 | $69,234,502 | 16444 | 5.51% | 持有 |
清仓股票
- AZO - 汽车地带
- GOOG - 谷歌C
- ENOV - Enovis Corp.