Dorsey Asset Management, LLC - Q42025 Holdings

Dorsey Asset Management, LLC holds 10 stocks with a total portfolio value of $ 1.15B as of Q42025. In Q42025, Dorsey Asset Management, LLC added 1 new position, increased stakes in 1 stock, reduced 8 holdings, and fully exited 0 positions. The largest holding is Asml Holding N V (ASML), representing 17.89% of the total portfolio.