13FBOX
Dorsey Asset Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Dorsey Asset Management, LLC

No.2082 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$15.61亿
环比变动 Q1 2026
+$3.06亿+24.3%
持仓股票数
11
新买入
0
加仓
8
减仓
3
清仓
0
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
阿斯麦ASML
16.61%14.76%$2.59亿13.0万股$1.85亿14.0万股-9,931股-7.08%减仓
AAPPLOVINAPP
14.5%10.04%$2.26亿43.9万股$1.26亿31.7万股+12.2万股+38.61%加仓
ROYALTY PHARMARPRX
8.82%8.7%$1.38亿245.7万股$1.09亿227.7万股+18.0万股+7.90%加仓
BOOKING COMBKNG
8.46%5.51%$1.32亿74.2万股$6,923.5万1.6万股+72.5万股+4,409.24%加仓
标普全球SPGI
8.25%7.54%$1.29亿31.6万股$9,471.6万22.3万股+9.4万股+42.09%加仓
优步UBER
8.14%6.24%$1.27亿176.2万股$7,842.4万109.0万股+67.2万股+61.60%加仓
Live NationLYV
7.69%7.38%$1.20亿65.6万股$9,266.6万60.8万股+4.8万股+7.91%加仓
DANAHER DEL COMDHR
7.64%8.76%$1.19亿62.6万股$1.10亿58.0万股+4.6万股+7.92%加仓
Meta平台META
7.21%7.37%$1.13亿20.0万股$9,250.4万16.2万股+3.8万股+23.64%加仓
AERCAP SHSAER
7.16%12.27%$1.12亿76.7万股$1.54亿112.3万股-35.7万股-31.75%减仓
SSUNBELT RENTALS HOLDINGS INC SHSSUN
5.51%11.43%$8,607.5万115.1万股$1.44亿220.5万股-105.4万股-47.82%减仓

🧭 机构资金流板块热力图

净流出 净流入