Dorsey Asset Management, LLC 13F Holdings

CIK 0001671657 · Chicago, IL

As of Sep 30, 2025, Dorsey Asset Management, LLC reported 9 positions worth .1B in its SEC Form 13F filing.

Top 9 holdings

SecurityTickerSectorSharesValue% of portfolio
DANAHER CORPDHRHealthcare860,850 70.7M15.34%
ASML HOLDING NVASMLTechnology173,226 67.7M15.07%
AERCAP HOLDINGS NVAERIndustrials1,263,998 52.9M13.75%
META PLATFORMS INCMETACommunication Services192,224 41.2M12.69%
AUTOZONE INCAZOConsumer Cyclical29,878 28.2M11.52%
ALPHABET INCGOOGEquity429,318 04.6M9.40%
BOOKING HOLDINGS INCBKNGIndustrials16,975$91.7M8.24%
ROYALTY PHARMA PLCRPRXHealthcare2,350,449$82.9M7.45%
ENOVIS CORPENOVIndustrials2,399,322$72.8M6.54%