Dorsey Asset Management, LLC
Pat Dorsey · As of Q4 2025 · filed Feb 17, 2026
| ASML ASML HOLDING NV-NY REG SHS | 17.9% | Added +11.0% | 192,343 | $205.8M |
| DHR DANAHER CORP | 16.5% | Reduced −3.9% | 827,520 | $189.4M |
| AER AERCAP HOLDINGS NV | 15.2% | Reduced −3.9% | 1,215,059 | $174.7M |
| META META PLATFORMS INC-CLASS A | 9.2% | Reduced −16.5% | 160,450 | $105.9M |
| BKNG BOOKING HOLDINGS INC | 7.6% | Reduced −3.9% | 16,317 | $87.4M |
| RPRX ROYALTY PHARMA PLC- CL A | 7.6% | Reduced −3.9% | 2,259,469 | $87.3M |
| LYV LIVE NATION ENTERTAINMENT IN | 7.5% | New | 602,973 | $85.9M |
| AZO AUTOZONE INC | 7.4% | Reduced −15.9% | 25,121 | $85.2M |
| GOOG ALPHABET INC-CL C | 5.9% | Reduced −49.5% | 216,906 | $68.1M |
| ENOV ENOVIS CORP | 5.3% | Reduced −5.0% | 2,279,200 | $60.7M |
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.