DORSEY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ENOV | 2.40M | $72.80M |
 | RPRX | 2.35M | $82.92M |
 | AER | 1.26M | $152.94M |
 | DHR | 861K | $170.67M |
 | GOOG | 429K | $104.56M |
 | META | 192K | $141.17M |
 | ASML | 173K | $167.70M |
 | AZO | 30K | $128.18M |
 | BKNG | 17K | $91.65M |
Enovis Corporation
ENOV
Shares Held
2.40M
Value
$72.80M
Royalty Pharma plc
RPRX
Shares Held
2.35M
Value
$82.92M
AerCap Holdings N.V.
AER
Shares Held
1.26M
Value
$152.94M
Danaher Corporation
DHR
Shares Held
861K
Value
$170.67M
Alphabet Inc.
GOOG
Shares Held
429K
Value
$104.56M
Meta Platforms, Inc.
META
Shares Held
192K
Value
$141.17M
ASML Holding N.V.
ASML
Shares Held
173K
Value
$167.70M
AutoZone, Inc.
AZO
Shares Held
30K
Value
$128.18M
Booking Holdings Inc.
BKNG
Shares Held
17K
Value
$91.65M