13F HOLDINGS REPORT
Dorsey Asset Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001398344-26-003214
Total Value
$1.15B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ASML HOLDING N V | ASMLF | 192,343 | $205.8M | 17.89% |
| 2 | DANAHER CORPORATION | 235851102 | 827,520 | $189.4M | 16.47% |
| 3 | AERCAP HOLDINGS NV | AER | 1,215,059 | $174.7M | 15.18% |
| 4 | META PLATFORMS INC | META | 160,450 | $105.9M | 9.21% |
| 5 | BOOKING HOLDINGS INC | BKNG | 16,317 | $87.4M | 7.60% |
| 6 | ROYALTY PHARMA PLC | RPRX | 2,259,469 | $87.3M | 7.59% |
| 7 | LIVE NATION ENTERTAINMENT IN | LYV | 602,973 | $85.9M | 7.47% |
| 8 | AUTOZONE INC | AZO | 25,121 | $85.2M | 7.41% |
| 9 | ALPHABET INC | GOOG | 216,906 | $68.1M | 5.92% |
| 10 | ENOVIS CORPORATION | ENOV | 2,279,200 | $60.7M | 5.28% |