Dorsey Asset Management as of June 30, 2025
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 10 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Danaher Corporation (DHR) | 16.4 | $183M | 927k | 197.54 | |
| Meta Platforms Cl A (META) | 16.2 | $181M | 245k | 738.09 | |
| Aercap Holdings Nv SHS (AER) | 14.3 | $159M | 1.4M | 117.00 | |
| AutoZone (AZO) | 11.9 | $132M | 36k | 3712.23 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.5 | $117M | 662k | 177.39 | |
| Asml Holding N V N Y Registry Shs (ASML) | 10.1 | $112M | 140k | 801.39 | |
| Booking Holdings (BKNG) | 9.5 | $106M | 18k | 5789.24 | |
| Colfax Corp (ENOV) | 7.2 | $80M | 2.6M | 31.36 | |
| Wix SHS (WIX) | 2.1 | $23M | 147k | 158.46 | |
| Semrush Hldgs Cl A Com (SEMR) | 1.9 | $21M | 2.3M | 9.05 |
