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Dorsey Asset Management, LLC
7%held throughout
No new positions and no positions sold; the largest portfolio-weight shift was SUNB losing 5.9% of portfolio weight.
Sorted by portfolio weight, high to low
| Ticker unavailableASML HOLDING N VUnclassified | 16.6%+1.9% | Reduced7.1% | 130,364 | $1989.44 | $259.4M |
| APPAPPLOVIN CORP-CLASS ACommunication Services | 14.5%+4.5% | Increased38.6% | 439,313 | $515.23 | $226.3M |
| Ticker unavailableROYALTY PHARMA PLCUnclassified | 8.8%+0.1% | Increased7.9% | 2,456,528 | $56.07 | $137.7M |
| BKNGBOOKING HOLDINGS INCIndustrials | 8.5%+3.0% | Increased4409.2% | 741,500 | $178.24 | $132.2M |
| SPGIS&P GLOBAL INCConsumer Discretionary | 8.3%+0.7% | Increased42.1% | 316,413 | $407.26 | $128.9M |
| UBERUBER TECHNOLOGIES INCConsumer Discretionary | 8.1%+1.9% | Increased61.6% | 1,761,941 | $72.16 | $127.1M |
| LYVLIVE NATION ENTERTAINMENT INConsumer Discretionary | 7.7%+0.3% | Increased7.9% | 655,658 | $183.11 | $120.1M |
| DHRDANAHER CORPIndustrials | 7.6%-1.1% | Increased7.9% | 626,211 | $190.48 | $119.3M |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 7.2%-0.2% | Increased23.6% | 199,901 | $563.29 | $112.6M |
| Ticker unavailableAERCAP HOLDINGS NVUnclassified | 7.2%-5.1% | Reduced31.7% | 766,828 | $145.78 | $111.8M |
| SUNBSUNBELT RENTALS HOLDINGS INCConsumer Discretionary | 5.5%-5.9% | Reduced47.8% | 1,150,578 | $74.81 | $86.1M |