Dorsey Asset Management as of Dec. 31, 2025
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Asml Holding N V N Y Registry Shs (ASML) | 17.9 | $206M | 192k | 1069.86 | |
| Danaher Corporation (DHR) | 16.5 | $189M | 828k | 228.92 | |
| Aercap Holdings Nv SHS (AER) | 15.2 | $175M | 1.2M | 143.76 | |
| Meta Platforms Cl A (META) | 9.2 | $106M | 161k | 660.09 | |
| Booking Holdings (BKNG) | 7.6 | $87M | 16k | 5355.33 | |
| Royalty Pharma Shs Class A (RPRX) | 7.6 | $87M | 2.3M | 38.64 | |
| Live Nation Entertainment (LYV) | 7.5 | $86M | 603k | 142.50 | |
| AutoZone (AZO) | 7.4 | $85M | 25k | 3391.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.9 | $68M | 217k | 313.80 | |
| Colfax Corp (ENOV) | 5.3 | $61M | 2.3M | 26.64 |
