Dorsey Asset Management LLC

Period:: Q1 2026
Portfolio date:: Mar 31, 2026
No. of stocks:: 11
Portfolio value:: $1,255,862,000
Filed:: May 15, 2026
CIK:: 1671657

Hist	Stock	Activity	Share change	% change to portfolio
Q1 2026filed May 15, 264 new3 reduced3 exited
≡	SUNB – SUNBELT RENTALS HOLDINGS INC	Buy	2,204,996	11.43
≡	APP – APPLOVIN CORP	Buy	316,952	10.04
≡	SPGI – S&P GLOBAL INC	Buy	222,683	7.54
≡	UBER – UBER TECHNOLOGIES INC	Buy	1,090,281	6.24
Q4 2025filed Feb 17, 261 new1 added3 reduced
≡	LYV – LIVE NATION ENTERTAINMENT IN	Buy	602,973	7.47
≡	ASML – ASML HOLDING N V	Add 11.00%	19,117	2.82
Q3 2025filed Nov 14, 251 new1 added7 reduced2 exited
≡	RPRX – ROYALTY PHARMA PLC	Buy	2,350,449	7.45
≡	ASML – ASML HOLDING N.V.	Add 24.00%	33,237	5.01
Q2 2025filed Aug 14, 251 new4 added1 reduced2 exited
≡	ENOV – ENOVIS CORPORATION	Buy	2,553,180	7.18
≡	ASML – ASML HOLDING N V	Add 98.00%	69,418	5.10
≡	AER – AERCAP HOLDINGS NV	Add 20.00%	222,576	1.95
≡	BKNG – BOOKING HOLDINGS INC	Add 15.00%	2,321
Q1 2025filed May 15, 253 new2 added2 reduced3 exited
≡	AER – AERCAP HOLDINGS NV	Buy	1,138,542	12.33
≡	BKNG – BOOKING HOLDINGS INC	Buy	15,969	7.80
≡	DHR – DANAHER CORPORATION	Add 75.00%	296,513	5.68
≡	ASML – ASML HOLDING N V	Buy
Q4 2024filed Feb 14, 257 added2 reduced1 exited
≡	GOOG – ALPHABET INC	Add 42.00%	187,600	4.41
≡	AZO – AUTOZONE INC	Add 28.00%	8,112	2.40
≡	UPWK – UPWORK INC	Add 15.00%	397,997	2.15
≡	PYPL – PAYPAL HLDGS INC	Add 12.00%	138,660	1.67
Q3 2024filed Nov 14, 241 new1 added2 reduced
≡	APP – APPLOVIN CORP	Buy	698,796	9.83
≡	SPT – SPROUT SOCIAL INC	Add 14.00%	250,017	−1.14
Q2 2024filed Aug 14, 241 new1 added4 reduced
≡	SPT – SPROUT SOCIAL INC	Buy	1,725,977	7.34
≡	AZO – AUTOZONE INC	Add 30.00%	7,069	2.19
Q1 2024filed May 15, 241 new1 added2 reduced
≡	AZO – AUTOZONE INC	Buy	23,282	8.53
≡	628 – SEMRUSH HLDGS INC	Add 38.00%	1,045,082	1.02