13F HOLDINGS REPORT
Dorsey Asset Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001398344-25-020887
Total Value
$1.11B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DANAHER CORP | 235851102 | 860,850 | $170.7M | 15.34% |
| 2 | ASML HOLDING N.V. | ASMLF | 173,226 | $167.7M | 15.07% |
| 3 | AERCAP | AER | 1,263,998 | $152.9M | 13.75% |
| 4 | META PLATFORMS INC | META | 192,224 | $141.2M | 12.69% |
| 5 | AUTOZONE | AZO | 29,878 | $128.2M | 11.52% |
| 6 | ALPHABET INC CLASS C | GOOG | 429,318 | $104.6M | 9.40% |
| 7 | BOOKING HOLDINGS | BKNG | 16,975 | $91.7M | 8.24% |
| 8 | ROYALTY PHARMA PLC | RPRX | 2,350,449 | $82.9M | 7.45% |
| 9 | ENOVIS CORPORATION | ENOV | 2,399,322 | $72.8M | 6.54% |