Quarter snapshot
Dorsey Asset Management
- Quarter
- Q4 2025
- Filed
- 2026-02-17
- Portfolio value
- $1,150,397,601
- Positions
- 10
- Sources
- 13F on EDGAR
Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | ENOV | No prior filing | 5.28% |
| ≡ | GOOGL | No prior filing | 5.92% |
| ≡ | AZO | No prior filing | 7.41% |
| ≡ | LYV | No prior filing | 7.47% |
| ≡ | RPRX | No prior filing | 7.59% |
| ≡ | BKNG | No prior filing | 7.6% |
| ≡ | META | No prior filing | 9.21% |
| ≡ | AER | No prior filing | 15.18% |
| ≡ | DHR | No prior filing | 16.47% |
| ≡ | ASML | No prior filing | 17.89% |