Quarter snapshot
Dorsey Asset Management
- Quarter
- Q4 2025
- Filed
- 2026-02-17
- Portfolio value
- $1,150,397,601
- Positions
- 10
Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.
| Ticker |
Change |
% of portfolio |
Shares |
Value |
|
ASML
history
|
NEW |
17.89% |
192,343 |
$205,780,082
|
|
DHR
history
|
NEW |
16.47% |
827,520 |
$189,435,878
|
|
AER
history
|
NEW |
15.18% |
1,215,059 |
$174,676,882
|
|
META
history
|
NEW |
9.21% |
160,450 |
$105,911,441
|
|
BKNG
history
|
NEW |
7.6% |
16,317 |
$87,382,920
|
|
RPRX
history
|
NEW |
7.59% |
2,259,469 |
$87,305,882
|
|
LYV
history
|
NEW |
7.47% |
602,973 |
$85,923,653
|
|
AZO
history
|
NEW |
7.41% |
25,121 |
$85,197,872
|
|
GOOGL
history
|
NEW |
5.92% |
216,906 |
$68,065,103
|
|
ENOV
history
|
NEW |
5.28% |
2,279,200 |
$60,717,888
|
