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DORSEY ASSET MANAGEMENT, LLC

AUM: $1.11 B

13-F Portfolio Value: $1.56 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 94.48%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
ASML	ASML HLDG NV	16.61%	130,364	$259,351,356	-9,931	-7.08%	$1989.44	13F
AER	AERCAP HOLDINGS NV	7.16%	766,828	$111,788,186	-356,661	-31.75%	$145.78	13F
SUNB	SUNBELT RENTALS HOLDINGS INC	5.51%	1,150,578	$86,074,740	-1,054,418	-47.82%	$74.81	13F