DL

Dorsey Asset Management LLC

CIK: 1671657

Portfolio Value

$1.15B

Total Holdings

10

Report Period

Dec 2025

Top 10 Holdings

ASML
17.9%
DHR
16.5%
AER
15.2%
META
9.2%
BKNG
7.6%
RPRX
7.6%
LYV
7.5%
AZO
7.4%
GOOG
5.9%
ENOV
5.3%
Showing top 10 of 10 total holdings

Holdings (10)

Latest 13F positions

AS
ASML HOLDING N V
192.3K$205.78M17.9%
+11%
DH
DANAHER CORPORATION
827.5K$189.44M16.5%
-4%
AE
AERCAP HOLDINGS NV
1.22M$174.68M15.2%
-4%
ME
META PLATFORMS INC
160.4K$105.91M9.2%
-17%
BK
BOOKING HOLDINGS INC
16.3K$87.38M7.6%
-4%
RP
ROYALTY PHARMA PLC
2.26M$87.31M7.6%
-4%
LY
LIVE NATION ENTERTAINMENT IN
603.0K$85.92M7.5%
+100%
AZ
25.1K$85.20M7.4%
-16%
GO
216.9K$68.06M5.9%
-49%
EN
ENOVIS CORPORATION
2.28M$60.72M5.3%
-5%