Dorsey Asset Management, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Dorsey Asset Management, LLC disclosed 11 US equity positions worth $943.6m in its Q1 2025 13F filing. The largest position was AZO at 15.2% of the reported book, followed by META and DHR. Against the Q4 2024 filing, it opened 3 new positions, added to 2 and reduced 2 among the top 11 holdings.
What did Dorsey Asset Management, LLC own in Q1 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AZO AUTOZONE INC | Consumer Cyclical | 15.2% | $143.1m | 37,543 | -0% | held |
| 2 | META META PLATFORMS INC | Communication Services | 15.1% | $142.4m | 247,057 | 19% | added |
| 3 | DHR DANAHER CORPORATION | Healthcare | 15.0% | $141.7m | 691,304 | 75% | added |
| 4 | AERCAP HOLDINGS NV | 12.3% | $116.3m | 1,138,542 | – | new | |
| 5 | GOOG ALPHABET INC | Communication Services | 10.6% | $99.8m | 638,751 | -0% | held |
| 6 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 7.8% | $73.6m | 15,969 | – | new |
| 7 | PYPL PAYPAL HLDGS INC | Financial Services | 5.9% | $56.0m | 858,231 | -34% | reduced |
| 8 | WIX WIX COM LTD | Technology | 5.5% | $52.2m | 319,382 | -45% | reduced |
| 9 | SPT SPROUT SOCIAL INC | Technology | 5.4% | $50.7m | 2,304,414 | -0% | held |
| 10 | ASML ASML HOLDING N V | Technology | 5.0% | $46.8m | 70,571 | – | new |
| 11 | SEMREUR SEMRUSH HLDGS INC | 2.2% | $21.1m | 2,256,733 | -0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.