Dorsey Asset Management·CIK 1671657
10
Positions
$1.2B
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| ASML | 17.89% | $205,780,082 |
| DHR |
16.47% |
| $189,435,878 |
| AER | 15.18% | $174,676,882 |
| META | 9.21% | $105,911,441 |
| BKNG | 7.60% | $87,382,920 |
| RPRX | 7.59% | $87,305,882 |
| LYV | 7.47% | $85,923,653 |
| AZO | 7.41% | $85,197,872 |
| GOOG | 5.92% | $68,065,103 |
| ENOV | 5.28% | $60,717,888 |