Dorsey Asset Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Dorsey Asset Management, LLC held in its portfolio 10 assets valued at $1,150,397,601 (i.e. $1.15B).

The most valuable assets in the portfolio included: ASML HOLDING N V ($205.78M), DANAHER CORPORATION ($189.44M), and AERCAP HOLDINGS NV ($174.68M).

The chart below shows the top 10 valuable assets, and the table below shows the top 10 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Dorsey Asset Management, LLC Portfolio

ASML HOLDING N V

DANAHER CORPORATION

AERCAP HOLDINGS NV

META PLATFORMS INC

BOOKING HOLDINGS INC

ROYALTY PHARMA PLC

LIVE NATION ENTERTAINMENT IN

AUTOZONE INC

ALPHABET INC

ENOVIS CORPORATION

Dorsey Asset Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ASML HOLDING N V	192343	205780082	N Y REGISTRY SHS
DANAHER CORPORATION	827520	189435878	COM
AERCAP HOLDINGS NV	1215059	174676882	SHS
META PLATFORMS INC	160450	105911441	CL A
BOOKING HOLDINGS INC	16317	87382920	COM
ROYALTY PHARMA PLC	2259469	87305882	SHS CLASS A
LIVE NATION ENTERTAINMENT IN	602973	85923653	COM
AUTOZONE INC	25121	85197872	COM
ALPHABET INC	216906	68065103	CAP STK CL C
ENOVIS CORPORATION	2279200	60717888	COM