Dorsey Asset Management 2025Q3 Holdings
多尔西资产管理 Pat Dorsey 13F portfolio details.
Total market value: $1,112,595,766; holdings: 9; previous report: 2025-06-30
| # | Ticker | Name | Market Value | Shares | Weight |
|---|---|---|---|---|---|
| 1 | DHR | 丹纳赫公司 | $170,672,121 | 860850 | 15.34% |
| 2 | ASML | 阿斯麦公司 | $167,698,358 | 173226 | 15.07% |
| 3 | AER | AerCap Holdings NV | $152,943,758 | 1263998 | 13.75% |
| 4 | META | Meta Platforms, Inc. | $141,165,461 | 192224 | 12.69% |
| 5 | AZO | 汽车地带 | $128,183,791 | 29878 | 11.52% |
| 6 | ALPHABET INC CAP STK CL C | $104,560,399 | 429318 | 9.4% | |
| 7 | BKNG | 缤客 | $91,652,608 | 16975 | 8.24% |
| 8 | RPRX | Royalty Pharma Plc | $82,923,841 | 2350449 | 7.45% |
| 9 | ENOV | Enovis Corp. | $72,795,429 | 2399322 | 6.54% |
Sold Positions
- SEMR - SEMrush Holdings, Inc.
- WIX - Wix.com Ltd.