Hedge Funds Similar to Dorsey Asset ,

13F Portfolio OverlapQ1 2026Dorsey Asset , portfolio →

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Most similar hedge funds by 13F overlap

Dorsey Asset Management, LLC is an institutional investor managing $1.3B across 11 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Dorsey Asset , are L1 International Pty Ltd, Two Creeks ,, LRZ, with shared positions in $AER, $BKNG, $DHR, $UBER, $ASML, $APP. The full ranking of 25 similar funds is below.

#1L1 Capital International Pty LtdActive

Substantial overlap · 4 shared positions

$AER $BKNG $DHR $UBER

$1.7B

23 positions

#2Two Creeks Capital Management, LPActive

Notable overlap · 3 shared positions

$DHR $UBER $ASML

$974M

22 positions

#3LRZ CAPITAL LLCActive

Notable overlap · 3 shared positions

$UBER $DHR $BKNG

$200M

16 positions

#4KENSICO CAPITAL MANAGEMENT CORPSmart money

Notable overlap · 3 shared positions

$APP $UBER $BKNG

$4.9B

20 positions

#5BloombergSen Inc.Smart money

Notable overlap · 3 shared positions

$SUNB $BKNG $UBER

$1.3B

30 positions

#6MayTech Global Investments, LLCSmart money

Notable overlap · 3 shared positions

$ASML $BKNG $UBER

$820M

23 positions

#7ENGLISH CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$AER $BKNG $ASML

$171M

36 positions

#8LONE PINE CAPITAL LLCActive

Notable overlap · 3 shared positions

$ASML $APP $BKNG

$12.5B

36 positions

#9Triavera Capital LLCActive

Notable overlap · 3 shared positions

$DHR $UBER $BKNG

$167M

16 positions

#10DEEPWATER ASSET MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$UBER $ASML $APP

$158M

39 positions

#11EAGLE CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$DHR $AER $ASML

$29.8B

60 positions

#12LYRICAL ASSET MANAGEMENT LPActive

Notable overlap · 3 shared positions

$AER $UBER $SUNB

$6.6B

39 positions

#13NORTH POINT PORTFOLIO MANAGERS CORP/OHActive

Notable overlap · 3 shared positions

$ASML $UBER $DHR

$561M

76 positions

#14JACOBSON & SCHMITT ADVISORS, LLCPassive

Notable overlap · 3 shared positions

$ASML $DHR $APP

$551M

78 positions

#15Benchstone Capital Management LPPassive

Notable overlap · 3 shared positions

$ASML $LYV $BKNG

$860M

38 positions

#16Third Point LLCActive

Notable overlap · 3 shared positions

$DHR $LYV $ASML

$2.1B

33 positions

#17Benchmark Investment Advisors LLCPassive

Notable overlap · 4 shared positions

$APP $BKNG $UBER $ASML

$172M

76 positions

#18Vantage Investment Partners, LLCActive

Some overlap · 3 shared positions

$ASML $BKNG $UBER

$1.4B

64 positions

#19AXIOM INVESTORS LLC /DEActive

Some overlap · 3 shared positions

$ASML $AER $DHR

$9.0B

121 positions

#20D1 Capital Partners L.P.Active

Some overlap · 3 shared positions

$11.2B

44 positions

#21MONTRUSCO BOLTON INVESTMENTS INC.Active

Some overlap · 3 shared positions

$DHR $UBER $SUNB

$6.6B

72 positions

#22Blue Whale Capital LLPActive

Some overlap · 3 shared positions

$APP $UBER $DHR

$2.1B

26 positions

#23Symmetry Investments LPActive

Some overlap · 3 shared positions

$UBER $ASML $LYV

$913M

122 positions

#24Limestone Investment Advisors LPActive

Some overlap · 3 shared positions

$AER $ASML $UBER

$1.2B

399 positions

#25Teewinot Capital Advisers, L.L.C.Active

Some overlap · 3 shared positions

$UBER $BKNG $DHR

$1.3B

33 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.