Dorsey Asset Management as of March 31, 2025
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 11 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AutoZone (AZO) | 15.2 | $143M | 38k | 3812.78 | |
| Meta Platforms Cl A (META) | 15.1 | $142M | 247k | 576.36 | |
| Danaher Corporation (DHR) | 15.0 | $142M | 691k | 205.00 | |
| Aercap Holdings Nv SHS (AER) | 12.3 | $116M | 1.1M | 102.17 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.6 | $100M | 639k | 156.23 | |
| Booking Holdings (BKNG) | 7.8 | $74M | 16k | 4606.91 | |
| Paypal Holdings (PYPL) | 5.9 | $56M | 858k | 65.25 | |
| Wix SHS (WIX) | 5.5 | $52M | 319k | 163.38 | |
| Sprout Social Com Cl A (SPT) | 5.4 | $51M | 2.3M | 21.99 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.0 | $47M | 71k | 662.63 | |
| Semrush Hldgs Cl A Com (SEMR) | 2.2 | $21M | 2.3M | 9.33 |
