Quarter snapshot

Dorsey Asset Management

history	Ticker	Change	% of portfolio	Shares	Value
≡	ASML	−7%	16.61%	130,364	$259,351,356
≡	APP	+39%	14.5%	439,313	$226,347,237
≡	RPRX	+8%	8.82%	2,456,528	$137,737,525
≡	BKNG	+4409%	8.46%	741,500	$132,164,960
≡	SPGI	+42%	8.25%	316,413	$128,862,358
≡	UBER	+62%	8.14%	1,761,941	$127,141,663
≡	LYV	+8%	7.69%	655,658	$120,057,536
≡	DHR	+8%	7.64%	626,211	$119,280,671
≡	META	+24%	7.21%	199,901	$112,602,234
≡	AER	−32%	7.16%	766,828	$111,788,186
≡	SUNB	−48%	5.51%	1,150,578	$86,074,740