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DORSEY ASSET MANAGEMENT, LLC

AUM: $1.11 B

13-F Portfolio Value: $1.12 B

Last 13-F Filed: Q2 2025

Concentration in top 10: 99.99%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
META	META PLATFORMS INC	16.22%	245,108	$180,911,764	-1,949	-0.79%	$738.09	13F
AZO	AUTOZONE INC	11.87%	35,667	$132,404,107	-1,876	-5%	$3712.23	13F
WIX	WIX COM LTD	2.09%	146,777	$23,258,283	-172,605	-54.04%	$158.46	13F