DL
Dorsey Asset Management LLC
CIK: 1671657
Latest Filing
Filed: February 17, 2026
Portfolio Value
$1.15B
Total Holdings
10
Report Period
Dec 2025
Top 10 Holdings
Showing top 10 of 10 total holdings
Holdings (10)
Latest 13F positions
AS ASML HOLDING N V | 192.3K | $205.78M | 17.9% | +11% |
DH DANAHER CORPORATION | 827.5K | $189.44M | 16.5% | -4% |
AE AERCAP HOLDINGS NV | 1.22M | $174.68M | 15.2% | -4% |
ME META PLATFORMS INC | 160.4K | $105.91M | 9.2% | -17% |
BK BOOKING HOLDINGS INC | 16.3K | $87.38M | 7.6% | -4% |
RP ROYALTY PHARMA PLC | 2.26M | $87.31M | 7.6% | -4% |
LY LIVE NATION ENTERTAINMENT IN | 603.0K | $85.92M | 7.5% | +100% |
AZ AUTOZONE INC | 25.1K | $85.20M | 7.4% | -16% |
GO ALPHABET INC | 216.9K | $68.06M | 5.9% | -49% |
EN ENOVIS CORPORATION | 2.28M | $60.72M | 5.3% | -5% |