The Analysis of Dorsey Asset Management, LLC's Holdings


Currently, Dorsey Asset Management, LLC holds 9 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in RPRX (+2.4M shares, valued at $82.9M), ASML (+33.2K shares, valued at $32.2M); decreased their positions in GOOG (-232.7K shares, valued at $56.7M), META (-52.9K shares, valued at $38.8M), AZO (-5.8K shares, valued at $24.8M); initiated new positions in RPRX (+2.4M shares, valued at $82.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DHR DANAHER CORP860.9K shares-7.14%2025-09-302025-11-14history
ASML ASML HOLDING N.V.173.2K shares23.74%2025-09-302025-11-14history
AER AERCAP1.3M shares-7.14%2025-09-302025-11-14history
META META PLATFORMS INC192.2K shares-21.58%2025-09-302025-11-14history
AZO AUTOZONE29.9K shares-16.23%2025-09-302025-11-14history
GOOG ALPHABET INC CLASS C429.3K shares-35.15%2025-09-302025-11-14history
BKNG BOOKING HOLDINGS17.0K shares-7.19%2025-09-302025-11-14history
RPRX ROYALTY PHARMA PLC2.4M sharesnew addition2025-09-302025-11-14history
Sponsored
ENOV ENOVIS CORPORATION2.4M shares-6.03%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available