13F HOLDINGS REPORT
Dorsey Asset Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001398344-25-015394
Total Value
$1.12B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DANAHER CORPORATION | 235851102 | 926,992 | $183.1M | 16.42% |
| 2 | META PLATFORMS INC | META | 245,108 | $180.9M | 16.22% |
| 3 | AERCAP HOLDINGS NV | AER | 1,361,118 | $159.3M | 14.28% |
| 4 | AUTOZONE INC | AZO | 35,667 | $132.4M | 11.87% |
| 5 | ALPHABET INC | GOOG | 661,990 | $117.4M | 10.53% |
| 6 | ASML HOLDING N V | ASMLF | 139,989 | $112.2M | 10.06% |
| 7 | BOOKING HOLDINGS INC | BKNG | 18,290 | $105.9M | 9.49% |
| 8 | ENOVIS CORPORATION | ENOV | 2,553,180 | $80.1M | 7.18% |
| 9 | WIX COM LTD | WIX | 146,777 | $23.3M | 2.09% |
| 10 | SEMRUSH HLDGS INC | SEMR | 2,284,578 | $20.7M | 1.85% |