Dorsey Asset Management·CIK 1671657
9
Positions
$1.1B
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| DHR | 15.34% | $170,672,121 |
15.07% |
| $167,698,358 |
| AER | 13.75% | $152,943,758 |
| META | 12.69% | $141,165,461 |
| AZO | 11.52% | $128,183,791 |
| GOOG | 9.40% | $104,560,399 |
| BKNG | 8.24% | $91,652,608 |
| RPRX | 7.45% | $82,923,841 |
| ENOV | 6.54% | $72,795,429 |