Pat Dorsey Portfolio Holdings by Sector

Dorsey Asset Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services META GOOG 2 stocks	$298,341 26.75% of portfolio	1	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$183,117 16.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$159,250 14.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$132,404 11.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$112,185 10.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$105,885 9.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ENOV 1 stocks	$80,067 7.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX 1 stocks	$23,258 2.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SEMR 1 stocks	$20,675 1.85% of portfolio	1	-	-	-	0 Calls 0 Puts

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