The Analysis of Dorsey Asset Management, LLC's Holdings


Currently, Dorsey Asset Management, LLC holds 10 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in LYV (+603.0K shares, valued at $85.9M), ASML (+19.1K shares, valued at $20.5M); decreased their positions in N/A (-212.4K shares, valued at $66.7M), META (-31.8K shares, valued at $21.0M), AZO (-4.8K shares, valued at $16.1M); initiated new positions in LYV (+603.0K shares, valued at $85.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ASML ASML HOLDING N V192.3K shares11.04%2025-12-312026-02-17history
DHR DANAHER CORPORATION827.5K shares-3.87%2025-12-312026-02-17history
AER AERCAP HOLDINGS NV1.2M shares-3.87%2025-12-312026-02-17history
META META PLATFORMS INC160.4K shares-16.53%2025-12-312026-02-17history
BKNG BOOKING HOLDINGS INC16.3K shares-3.88%2025-12-312026-02-17history
RPRX ROYALTY PHARMA PLC2.3M shares-3.87%2025-12-312026-02-17history
LYV LIVE NATION ENTERTAINMENT IN603.0K sharesnew addition2025-12-312026-02-17history
AZO AUTOZONE INC25.1K shares-15.92%2025-12-312026-02-17history
Sponsored
ALPHABET INC ALPHABET INC216.9K shares-49.48%2025-12-312026-02-17history
ENOV ENOVIS CORPORATION2.3M shares-5.01%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available