Dorsey Asset Management

Latest statistics and disclosures from Dorsey Asset Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DHR, ASML, AER, META, AZO, and represent 68.37% of Dorsey Asset Management's stock portfolio.
  • Added to shares of these 2 stocks: RPRX (+$83M), ASML (+$32M).
  • Started 1 new stock position in RPRX.
  • Reduced shares in these 9 stocks: GOOG (-$57M), META (-$39M), AZO (-$25M), WIX (-$23M), SEMR (-$21M), DHR (-$13M), AER (-$12M), BKNG (-$7.1M), ENOV.
  • Sold out of its positions in SEMR, WIX.
  • Dorsey Asset Management was a net seller of stock by $-86M.
  • Dorsey Asset Management has $1.1B in assets under management (AUM), dropping by -0.23%.
  • Central Index Key (CIK): 0001671657

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Portfolio Holdings for Dorsey Asset Management

Dorsey Asset Management holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Danaher Corporation (DHR) 15.3 $171M -7% 861k 198.26
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Asml Holding N Y Registry Shs (ASML) 15.1 $168M +23% 173k 968.09
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Aercap SHS (AER) 13.7 $153M -7% 1.3M 121.00
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Meta Platforms Cl A (META) 12.7 $141M -21% 192k 734.38
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AutoZone (AZO) 11.5 $128M -16% 30k 4290.24
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Alphabet Inc Class C Cap Stk Cl C (GOOG) 9.4 $105M -35% 429k 243.55
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Booking Holdings (BKNG) 8.2 $92M -7% 17k 5399.27
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Royalty Pharma Shs Class A (RPRX) 7.5 $83M NEW 2.4M 35.28
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Colfax Corp (ENOV) 6.5 $73M -6% 2.4M 30.34
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Past Filings by Dorsey Asset Management

SEC 13F filings are viewable for Dorsey Asset Management going back to 2016

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