DORSEY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ENOV | 2.28M | $60.72M |
 | RPRX | 2.26M | $87.31M |
 | AER | 1.22M | $174.68M |
 | DHR | 828K | $189.44M |
 | LYV | 603K | $85.92M |
 | GOOG | 217K | $68.07M |
 | ASML | 192K | $205.78M |
 | META | 160K | $105.91M |
 | AZO | 25K | $85.20M |
 | BKNG | 16K | $87.38M |
Enovis Corporation
ENOV
Shares Held
2.28M
Value
$60.72M
Royalty Pharma plc
RPRX
Shares Held
2.26M
Value
$87.31M
AerCap Holdings N.V.
AER
Shares Held
1.22M
Value
$174.68M
Danaher Corporation
DHR
Shares Held
828K
Value
$189.44M
Live Nation Entertainment, Inc.
LYV
Shares Held
603K
Value
$85.92M
Alphabet Inc.
GOOG
Shares Held
217K
Value
$68.07M
ASML Holding N.V.
ASML
Shares Held
192K
Value
$205.78M
Meta Platforms, Inc.
META
Shares Held
160K
Value
$105.91M
AutoZone, Inc.
AZO
Shares Held
25K
Value
$85.20M
Booking Holdings Inc.
BKNG
Shares Held
16K
Value
$87.38M