Dorsey Asset Management as of Sept. 30, 2025
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 | 861k | 198.26 | |
| Asml Holding N Y Registry Shs (ASML) | 15.1 | $168M | 173k | 968.09 | |
| Aercap SHS (AER) | 13.7 | $153M | 1.3M | 121.00 | |
| Meta Platforms Cl A (META) | 12.7 | $141M | 192k | 734.38 | |
| AutoZone (AZO) | 11.5 | $128M | 30k | 4290.24 | |
| Alphabet Inc Class C Cap Stk Cl C (GOOG) | 9.4 | $105M | 429k | 243.55 | |
| Booking Holdings (BKNG) | 8.2 | $92M | 17k | 5399.27 | |
| Royalty Pharma Shs Class A (RPRX) | 7.5 | $83M | 2.4M | 35.28 | |
| Colfax Corp (ENOV) | 6.5 | $73M | 2.4M | 30.34 |
