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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	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
SUNB	SUNBELT RENTALS HOLDINGS INC	11.43%	2,204,996	$143,523,190	2,204,996	New	$65.09	13F
APP	APPLOVIN CORP	10.04%	316,952	$126,146,896	316,952	New	$398	13F
SPGI	S&P GLOBAL INC	7.54%	222,683	$94,715,987	222,683	New	$425.34	13F
UBER	UBER TECHNOLOGIES INC	6.24%	1,090,281	$78,423,912	1,090,281	New	$71.93	13F