Dorsey Asset Management, LLC
Pat Dorsey · As of Q2 2025 · filed Aug 14, 2025
| DHR DANAHER CORP | 16.4% | Added +34.1% | 926,992 | $183.1M |
| META META PLATFORMS INC-CLASS A | 16.2% | Reduced −0.8% | 245,108 | $180.9M |
| AER AERCAP HOLDINGS NV | 14.3% | Added +19.5% | 1,361,118 | $159.3M |
| AZO AUTOZONE INC | 11.9% | Reduced −5.0% | 35,667 | $132.4M |
| GOOG ALPHABET INC-CL C | 10.5% | Added +3.6% | 661,990 | $117.4M |
| ASML ASML HOLDING NV-NY REG SHS | 10.1% | Added +98.4% | 139,989 | $112.2M |
| BKNG BOOKING HOLDINGS INC | 9.5% | Added +14.5% | 18,290 | $105.9M |
| ENOV ENOVIS CORP | 7.2% | New | 2,553,180 | $80.1M |
| WIX WIX.COM LTD | 2.1% | Reduced −54.0% | 146,777 | $23.3M |
| 628 SEMRUSH HOLDINGS INC-A | 1.9% | Added +1.2% | 2,284,578 | $20.7M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PYPL PAYPAL HOLDINGS INC | 858,231 | $56.0M |
| SPT SPROUT SOCIAL INC - CLASS A | 2,304,414 | $50.7M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.