Dorsey Asset Management, LLC: DANAHER (DHR): Quarterly 13F Position History
As of Q1 2026, Dorsey Asset Management, LLC reported 580,240 shares of DANAHER (DHR), worth $110.0M and representing 8.8% of its 13F equity book. Quarter-over-quarter share count change: 247,280 (-29.9%) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 580,240Shares Held (Latest Filing)
- $110.0MReported Market Value (Latest Filing)
- 8.8%Portfolio Weight (% of 13F Equity Book)
- 247,280Quarter-over-Quarter Share Change
- -$79.4MQuarter-over-Quarter Value Change
- 926,992Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 580,240 | 247,280 | -29.9% | $110.0M | 8.8% | $189.6 |
| Q4 2025 | 827,520 | 33,330 | -3.9% | $189.4M | 16.5% | $228.9 |
| Q3 2025 | 860,850 | 66,142 | -7.1% | $170.7M | 15.3% | $198.3 |
| Q2 2025 | 926,992 | +235,688 | +34.1% | $183.1M | 16.4% | $197.5 |
| Q1 2025 | 691,304 | +296,513 | +75.1% | $141.7M | 15.0% | $205.0 |
| Q4 2024 | 394,791 | +97,299 | +32.7% | $90.6M | 9.3% | $229.6 |
| Q3 2024 | 297,492 | 8,928 | -2.9% | $82.7M | 8.9% | $278.0 |
| Q2 2024 | 306,420 | 3,944 | -1.3% | $76.6M | 9.1% | $249.8 |
| Q1 2024 | 310,364 | 4,152 | -1.3% | $77.5M | 9.0% | $249.7 |
| Q4 2023 | 314,516 | — | — | $72.8M | 9.4% | $231.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Dorsey Asset Management, LLC first disclose a DHR position in 13F-HR filings?
Dorsey Asset Management, LLC first reported DANAHER (DHR) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was Dorsey Asset Management, LLC's most recent quarter-over-quarter share-count change in DHR?
Between Q4 2025 and Q1 2026, Dorsey Asset Management, LLC reduced its DHR position by 247,280 shares (-29.9%), leaving 580,240 shares at a market value of $110.0M.
Does the implied price-per-share represent Dorsey Asset Management, LLC's cost basis in DHR?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.