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DORSEY ASSET MANAGEMENT, LLC

AUM: $1.11 B

13-F Portfolio Value: $1.26 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 94.49%

Stock	Company	Change in Shares	% Change	Source
GOOG	ALPHABET INC	-216,906	Exited	13F
AZO	AUTOZONE INC	-25,121	Exited	13F
ENOV	ENOVIS CORPORATION	-2,279,200	Exited	13F