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Home > Institutional Investor > Dorsey Asset Management, Llc > Profile

Instuitional Investor - Dorsey Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Dorsey Asset Management, Llc
Portfolio Value $1,115,187,507
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Danaher Corp
 DHR 926,992 $183,118,000 16.42%
2.
Meta Platforms Inc.
 META 245,108 $180,911,764 16.22%
3.
Aercap Holdings N.v.
 AER 1,361,118 $159,250,806 14.28%
4.
Autozone Inc
 AZO 35,667 $132,404,107 11.87%
5.
Alphabet Inc.
 GOOGL 661,990 $117,430,406 10.53%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)