Dorsey Asset Management, LLC - Q12026 Holdings

Dorsey Asset Management, LLC holds 11 stocks with a total portfolio value of $ 1.26B as of Q12026. In Q12026, Dorsey Asset Management, LLC added 4 new positions, increased stakes in 4 stocks, reduced 3 holdings, and fully exited 3 positions. The largest holding is Asml Hldg NV (ASML), representing 14.76% of the total portfolio.