Dorsey Asset Management, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $1.6B in reported equity holdings across 11 positions. The largest holdings are ASML (16.6%), APP (14.5%), RPRX (8.8%), BKNG (8.5%), 0P0000FTCC.F (8.3%). The portfolio is concentrated in Other (44.4%), Communication Services (21.7%), Technology (16.6%). Data sourced from SEC EDGAR 13F filings (CIK 1671657).