Dorsey Asset Management, LLC Portfolio Holdings
Q2 2025•10 long positions•$1.1B portfolio value
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Holding12 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|
1  Danaher DHR | Medical - Diagnostics & Research Healthcare | $183.1M 16.42% | 0.13% 927.0K shares | 691.3K → 927.0K +$46.6M | +34.09% | $141.32B Large Cap | Q4 2023 Held for 1y 10m |
2  Meta Platforms, Inc. META | Internet Content & Information Communication Services | $180.9M 16.22% | 0.01% 245.1K shares | 247.1K → 245.1K −$1.4M | -0.79% | $1.79T Mega Cap | Q4 2016 Held for 8y 10m |
3  AerCap Holdings N.V. AER | Rental & Leasing Services Industrials | $159.3M 14.28% | 0.751% 1.4M shares | 1.1M → 1.4M +$26.0M | +19.55% | $21.0B Large Cap | Q1 2025 Held for 7 months |
4  AutoZone AZO | Specialty Retail Consumer Cyclical | $132.4M 11.87% | 0.213% 35.7K shares | 37.5K → 35.7K −$7.0M | -5.0% | $59.8B Large Cap | Q1 2024 Held for 1y 7m |
5  Alphabet Inc. GOOG | Internet Content & Information Communication Services | $117.4M 10.53% | 0.005% 662.0K shares | 638.8K → 662.0K +$4.1M | +3.64% | $2.04T Mega Cap | Q1 2017 Held for 8y 7m |
6 ASML ASML ASML | Unknown Unknown | $112.2M 10.06% | — 140.0K shares | 70.6K → 140.0K +$55.6M | +98.37% | — — | Q1 2025 Held for 7 months |
7  Booking Holdings Inc. BKNG | Travel Services Consumer Cyclical | $105.9M 9.49% | 0.056% 18.3K shares | 16.0K → 18.3K +$13.4M | +14.53% | $178.39B Large Cap | Q1 2025 Held for 7 months |
8  Enovis ENOV | Industrial - Machinery Industrials | $80.1M 7.18% | 4.47% 2.6M shares | 0 → 2.6M +$80.1M | New | $1.8B Small Cap | Q2 2025 Held for 4 months |
9  Wix.com WIX | Software - Infrastructure Technology | $23.3M 2.09% | 0.264% 146.8K shares | 319.4K → 146.8K −$27.4M | -54.04% | $9.0B Mid Cap | Q3 2018 Held for 7y 1m |
10  SEMrush Holdings SEMR | Software - Application Technology | $20.7M 1.85% | 1.54% 2.3M shares | 2.3M → 2.3M +$252.0K | +1.23% | $1.3B Small Cap | Q3 2021 Held for 4y 1m |
11  PayPal Holdings, Inc. PYPL | Financial - Credit Services Financial Services | - — | — - shares | 858.2K → 0 −$56.0M | Sold | $64.5B Large Cap | Q2 2018 Held for 7y 4m |
12  Sprout Social, Inc. SPT | Software - Application Technology | - — | — - shares | 2.3M → 0 −$50.7M | Sold | $1.3B Small Cap | Q2 2024 Held for 1y 4m |