Portfolio (Quarterly) Guide ↗

Dorsey Asset Management

· CIK 0001671657

13F Portfolio $1.3B AUM 11 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AZO	AUTOZONE INC	Consumer Cyclical	25,121	$85.2M	7.41%	SOLD
2	GOOG	ALPHABET INC	Communication Services	216,906	$68.1M	5.92%	SOLD
3	ENOV	ENOVIS CORPORATION	Industrials	2,279,200	$60.7M	5.28%	SOLD

Sector Allocation

Technology 31.0%

Financial Services 19.0%

Healthcare 17.5%

Communication Services 14.7%

Industrials 12.3%

Consumer Cyclical 5.5%