Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−1.08
- added+5.01
- trimmed−0.53
- trimmed−3.53
- trimmed−0.35
Positions
| DHRDanaher Corporation | 15.34% | 860,850 | $171M | trimmed−7% | −1.08 pp | 8 q |
| ASMLASML Holding NV | 15.07% | 173,226 | $168M | added+24% | +5.01 pp | 3 q |
| AERAercap Holdings N.V. | 13.75% | 1,263,998 | $153M | trimmed−7% | −0.53 pp | 3 q |
| METAMeta Platforms, Inc. Class A | 12.69% | 192,224 | $141M | trimmed−22% | −3.53 pp | 36 q |
| AZOAutoZone, Inc. | 11.52% | 29,878 | $128M | trimmed−16% | −0.35 pp | 7 q |
| GOOGAlphabet Inc. Class C | 9.40% | 429,318 | $105M | trimmed−35% | −1.13 pp | 35 q |
| BKNGBooking Holdings Inc. | 8.24% | 16,975 | $92M | trimmed−7% | −1.25 pp | 3 q |
| RPRXRoyalty Pharma plc Class A | 7.45% | 2,350,449 | $83M | new | +7.45 pp | new |
| ENOVEnovis Corporation | 6.54% | 2,399,322 | $73M | trimmed−6% | −0.64 pp | 2 q |
| WIXWIX.com Ltd. | — | −146,777 | — | exited | −2.09 pp | — |
| 628Semrush Holdings Inc-a | — | −2,284,578 | — | exited | −1.85 pp | — |
