Dorsey Asset Management, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $1.2B in reported equity holdings across 10 positions. The largest holdings are ASML (17.9%), DHR (16.5%), AER (15.2%), META (9.2%), BKNG (7.6%). The portfolio is concentrated in Other (57.7%), Technology (17.9%), Communication Services (9.2%). Data sourced from SEC EDGAR 13F filings (CIK 1671657).