Dorsey Asset Management, LLC Portfolio Holdings
Q3 2025•9 long positions•$1.1B portfolio value
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Holding11 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Medical - Diagnostics & Research Healthcare | $170.7M 15.34% | -$13.1M Sold | 0.12% 860.9K shares | 927.0K → 860.9K −$13.1M | -7.14% | $141.96B Large Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $167.7M 15.07% | +$32.2M Bought | — 173.2K shares | 140.0K → 173.2K +$32.2M | +23.74% | — — | Q1 2025 Held for 8 months | |
Rental & Leasing Services Industrials | $152.9M 13.75% | -$11.8M Sold | 0.709% 1.3M shares | 1.4M → 1.3M −$11.8M | -7.14% | $21.6B Large Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $141.2M 12.69% | -$38.8M Sold | 0.008% 192.2K shares | 245.1K → 192.2K −$38.8M | -21.58% | $1.84T Mega Cap | Q4 2016 Held for 8y 11m | |
Specialty Retail Consumer Cyclical | $128.2M 11.52% | -$24.8M Sold | 0.179% 29.9K shares | 35.7K → 29.9K −$24.8M | -16.23% | $71.5B Large Cap | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $104.6M 9.4% | -$56.7M Sold | 0.004% 429.3K shares | 662.0K → 429.3K −$56.7M | -35.15% | $2.95T Mega Cap | Q1 2017 Held for 8y 8m | |
Travel Services Consumer Cyclical | $91.7M 8.24% | -$7.1M Sold | 0.052% 17.0K shares | 18.3K → 17.0K −$7.1M | -7.19% | $174.99B Large Cap | Q1 2025 Held for 8 months | |
Biotechnology Healthcare | $82.9M 7.45% | +$82.9M New | 0.544% 2.4M shares | 0 → 2.4M +$82.9M | New | $15.3B Large Cap | Q3 2025 Held for 2 months | |
Industrial - Machinery Industrials | $72.8M 6.54% | -$4.7M Sold | 4.2% 2.4M shares | 2.6M → 2.4M −$4.7M | -6.03% | $1.7B Small Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | - — | -$20.7M Sold | — - shares | 2.3M → 0 −$20.7M | Sold | $1.3B Small Cap | Q3 2021 Held for 4y 2m | |
Software - Infrastructure Technology | - — | -$23.3M Sold | — - shares | 146.8K → 0 −$23.3M | Sold | $9.0B Mid Cap | Q3 2018 Held for 7y 2m |
