Dorsey Asset Management·CIK 1671657
10
Positions
$1.1B
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| DHR | 16.42% | $183,118,000 |
| META |
16.22% |
| $180,911,764 |
| AER | 14.28% | $159,250,806 |
| AZO | 11.87% | $132,404,107 |
| GOOG | 10.53% | $117,430,406 |
| ASML | 10.06% | $112,185,785 |
| BKNG | 9.49% | $105,885,200 |
| ENOV | 7.18% | $80,067,725 |
| WIX | 2.09% | $23,258,283 |
| SEMR | 1.85% | $20,675,431 |