Quarter snapshot

Dorsey Asset Management

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

history	Ticker	Change	% of portfolio	Shares	Value
≡	ENOV	NEW	5.28%	2,279,200	$60,717,888
≡	GOOGL	NEW	5.92%	216,906	$68,065,103
≡	AZO	NEW	7.41%	25,121	$85,197,872
≡	LYV	NEW	7.47%	602,973	$85,923,653
≡	RPRX	NEW	7.59%	2,259,469	$87,305,882
≡	BKNG	NEW	7.6%	16,317	$87,382,920
≡	META	NEW	9.21%	160,450	$105,911,441
≡	AER	NEW	15.18%	1,215,059	$174,676,882
≡	DHR	NEW	16.47%	827,520	$189,435,878
≡	ASML	NEW	17.89%	192,343	$205,780,082