Dorsey Asset Management, LLC - Portfolio overview

Dorsey Asset Management, LLC has 13 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Communication Services and Healthcare.

Largest reported holdings by portfolio allocation

1. ASML - ASML HLDG NV, 13.07%
2. AER - AERCAP HOLDINGS NV, 10.87%
3. AZO - AUTOZONE, 9.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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