Institutions / Dorsey Asset Management, LLC
Dorsey Asset Management, LLC
CIK 1671657 · Institution · as of Dec 31, 2025
Portfolio value
$1.15B
Positions
10
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Asml Holding N V | $205.78M | 17.9% |
| Danaher Corp /De | $189.44M | 16.5% |
| AerCap Holdings N.V. | $174.68M | 15.2% |
| Meta Platforms Inc | $105.91M | 9.2% |
| Booking Holdings Inc | $87.38M | 7.6% |
| Royalty Pharma PLC | $87.31M | 7.6% |
| Live Nation Entertainment Inc | $85.92M | 7.5% |
| Autozone Inc | $85.20M | 7.4% |
| Alphabet Inc. | $68.07M | 5.9% |
| Enovis CORP | $60.72M | 5.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.