Dorsey Asset Management, LLC Holdings - 2Q26

As of June 30, 2026, Dorsey Asset Management, LLC reported 11 positions comprising 11 stocks worth $1.6B. The top 5 holdings represented 56.6% of the portfolio. During the quarter, the fund entered 0 new positions and exited 0. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.