Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| DHRDanaher Corporation | 16.42% | 926,992 | $183M | added+34% | +1.40 pp | 7 q |
| METAMeta Platforms, Inc. Class A | 16.22% | 245,108 | $181M | trimmed−1% | +1.13 pp | 35 q |
| AERAercap Holdings N.V. | 14.28% | 1,361,118 | $159M | added+20% | +1.95 pp | 2 q |
| AZOAutoZone, Inc. | 11.87% | 35,667 | $132M | trimmed−5% | −3.30 pp | 6 q |
| GOOGAlphabet Inc. Class C | 10.53% | 661,990 | $117M | added+4% | −0.05 pp | 34 q |
| ASMLASML Holding NV | 10.06% | 139,989 | $112M | added+98% | +5.10 pp | 2 q |
| BKNGBooking Holdings Inc. | 9.49% | 18,290 | $106M | added+15% | +1.69 pp | 2 q |
| ENOVEnovis Corporation | 7.18% | 2,553,180 | $80M | new | +7.18 pp | new |
| WIXWIX.com Ltd. | 2.09% | 146,777 | $23M | trimmed−54% | −3.44 pp | 28 q |
| 628Semrush Holdings Inc-a | 1.85% | 2,284,578 | $21M | added+1% | −0.38 pp | 16 q |
| PYPLPayPal Holdings, Inc. | — | −858,231 | — | exited | −5.93 pp | — |
| SPTSprout Social, Inc Class A | — | −2,304,414 | — | exited | −5.37 pp | — |
