Dorsey Asset Management LLC
CIK: 1671657
Latest Filing
Filed: November 14, 2025
Total Portfolio Value
$1.11B
Total Holdings
9
Report Period
Sep 2025
Accession Number: 0001398344-25-020887
Report Date: September 30, 2025
Top 10 Holdings
Showing top 9 of 9 total holdings
Holdings (9)
Latest 13F positions
DH DANAHER CORP | 860.9K | $170.67M | 15.3% | - |
AS ASML HOLDING N.V. | 173.2K | $167.70M | 15.1% | - |
AE AERCAP | 1.26M | $152.94M | 13.7% | - |
ME META PLATFORMS INC | 192.2K | $141.16M | 12.7% | - |
AZ AUTOZONE | 29.9K | $128.18M | 11.5% | - |
GO ALPHABET INC CLASS C | 429.3K | $104.56M | 9.4% | - |
BK BOOKING HOLDINGS | 17.0K | $91.65M | 8.2% | - |
RP ROYALTY PHARMA PLC | 2.35M | $82.92M | 7.5% | - |
EN ENOVIS CORPORATION | 2.40M | $72.80M | 6.5% | - |