{
 "manager": "Dorsey Asset Management",
 "page": "https://www.moatshark.com/m/dorsey-asset-management",
 "form": "13F-HR",
 "period": "2026-06-30",
 "filed": "2026-08-14",
 "previous_period": "2026-03-31",
 "filing_url": "https://www.sec.gov/Archives/edgar/data/1671657/000139834426014470/0001398344-26-014470-index.htm",
 "total_value_usd": 1561408466,
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holdings": [
  {
   "company": "ASML Holding",
   "ticker": "ASML",
   "moatshark_slug": "asml",
   "sector": "Industrials",
   "value_usd": 259351356,
   "shares": 130364,
   "portfolio_pct": 16.61,
   "previous_pct": 14.76,
   "change": "REDUCE",
   "share_change_pct": -7.1,
   "quarters_held": 6
  },
  {
   "company": "Applovin",
   "ticker": "APP",
   "moatshark_slug": "app",
   "sector": "Technology",
   "value_usd": 226347237,
   "shares": 439313,
   "portfolio_pct": 14.5,
   "previous_pct": 10.04,
   "change": "ADD",
   "share_change_pct": 38.6,
   "quarters_held": 2
  },
  {
   "company": "Royalty Pharma",
   "ticker": "RPRX",
   "moatshark_slug": "rprx",
   "sector": "Health care",
   "value_usd": 137737525,
   "shares": 2456528,
   "portfolio_pct": 8.82,
   "previous_pct": 8.7,
   "change": "ADD",
   "share_change_pct": 7.9,
   "quarters_held": 4
  },
  {
   "company": "Booking Holdings",
   "ticker": "BKNG",
   "moatshark_slug": "bkng",
   "sector": "Consumer discretionary",
   "value_usd": 132164960,
   "shares": 741500,
   "portfolio_pct": 8.46,
   "previous_pct": 5.51,
   "change": "ADD",
   "share_change_pct": 80.4,
   "quarters_held": 6
  },
  {
   "company": "S&P Global",
   "ticker": "SPGI",
   "moatshark_slug": "spgi",
   "sector": "Financials",
   "value_usd": 128862358,
   "shares": 316413,
   "portfolio_pct": 8.25,
   "previous_pct": 7.54,
   "change": "ADD",
   "share_change_pct": 42.1,
   "quarters_held": 2
  },
  {
   "company": "Uber Technologies",
   "ticker": "UBER",
   "moatshark_slug": "uber",
   "sector": "Industrials",
   "value_usd": 127141663,
   "shares": 1761941,
   "portfolio_pct": 8.14,
   "previous_pct": 6.24,
   "change": "ADD",
   "share_change_pct": 61.6,
   "quarters_held": 2
  },
  {
   "company": "Live Nation Entertainment",
   "ticker": "LYV",
   "moatshark_slug": "lyv",
   "sector": "Consumer discretionary",
   "value_usd": 120057536,
   "shares": 655658,
   "portfolio_pct": 7.69,
   "previous_pct": 7.38,
   "change": "ADD",
   "share_change_pct": 7.9,
   "quarters_held": 3
  },
  {
   "company": "Danaher",
   "ticker": "DHR",
   "moatshark_slug": "dhr",
   "sector": "Industrials",
   "value_usd": 119280671,
   "shares": 626211,
   "portfolio_pct": 7.64,
   "previous_pct": 8.76,
   "change": "ADD",
   "share_change_pct": 7.9,
   "quarters_held": 11
  },
  {
   "company": "Meta Platforms",
   "ticker": "META",
   "moatshark_slug": "meta",
   "sector": "Communication and media",
   "value_usd": 112602234,
   "shares": 199901,
   "portfolio_pct": 7.21,
   "previous_pct": 7.37,
   "change": "ADD",
   "share_change_pct": 23.6,
   "quarters_held": 39
  },
  {
   "company": "Aercap Holdings",
   "ticker": "AER",
   "moatshark_slug": "aer",
   "sector": "Industrials",
   "value_usd": 111788186,
   "shares": 766828,
   "portfolio_pct": 7.16,
   "previous_pct": 12.27,
   "change": "REDUCE",
   "share_change_pct": -31.7,
   "quarters_held": 6
  },
  {
   "company": "Sunbelt Rentals Holdings",
   "ticker": "SUNB",
   "moatshark_slug": "sunb",
   "sector": "Industrials",
   "value_usd": 86074740,
   "shares": 1150578,
   "portfolio_pct": 5.51,
   "previous_pct": 11.43,
   "change": "REDUCE",
   "share_change_pct": -47.8,
   "quarters_held": 2
  }
 ]
}