Dorsey Asset Management, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $1.3B in reported equity holdings across 11 positions. The largest holdings are ASML (14.8%), AER (12.3%), SUNB (11.4%), APP (10.0%), DHR (8.8%). The portfolio is concentrated in Other (53.6%), Communication Services (17.4%), Technology (14.8%). Data sourced from SEC EDGAR 13F filings (CIK 1671657).