Quarter snapshot

Dorsey Asset Management

Ticker	Change	% of portfolio	Shares	Value
ASML history	−27%	14.76%	140,295	$185,305,845
AER history	−8%	12.27%	1,123,489	$154,120,221
SUNB history	NEW	11.43%	2,204,996	$143,523,190
APP history	NEW	10.04%	316,952	$126,146,896
DHR history	−30%	8.76%	580,240	$110,013,504
RPRX history	+1%	8.7%	2,276,570	$109,207,063
SPGI history	NEW	7.54%	222,683	$94,715,987
LYV history	+1%	7.38%	607,609	$92,666,449
META history	+1%	7.37%	161,683	$92,503,695
UBER history	NEW	6.24%	1,090,281	$78,423,912
BKNG history	+1%	5.51%	16,444	$69,234,502
AZO history	SOLD	—	—	—
GOOGL history	SOLD	—	—	—
ENOV history	SOLD	—	—	—