Quarter snapshot

Dorsey Asset Management

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

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