Dorsey Asset Management, LLC
Pat Dorsey · As of Q3 2025 · filed Nov 14, 2025
| DHR DANAHER CORP | 15.3% | Reduced −7.1% | 860,850 | $170.7M |
| ASML ASML HOLDING NV-NY REG SHS | 15.1% | Added +23.7% | 173,226 | $167.7M |
| AER AERCAP HOLDINGS NV | 13.7% | Reduced −7.1% | 1,263,998 | $152.9M |
| META META PLATFORMS INC-CLASS A | 12.7% | Reduced −21.6% | 192,224 | $141.2M |
| AZO AUTOZONE INC | 11.5% | Reduced −16.2% | 29,878 | $128.2M |
| GOOG ALPHABET INC-CL C | 9.4% | Reduced −35.1% | 429,318 | $104.6M |
| BKNG BOOKING HOLDINGS INC | 8.2% | Reduced −7.2% | 16,975 | $91.7M |
| RPRX ROYALTY PHARMA PLC- CL A | 7.5% | New | 2,350,449 | $82.9M |
| ENOV ENOVIS CORP | 6.5% | Reduced −6.0% | 2,399,322 | $72.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| WIX WIX.COM LTD | 146,777 | $23.3M |
| 628 SEMRUSH HOLDINGS INC-A | 2,284,578 | $20.7M |
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.