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	$242,185 25.67% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$143,143 15.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$141,717 15.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$116,324 12.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$73,567 7.8% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology SPT SEMR 2 stocks	$71,729 7.6% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$55,999 5.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WIX 1 stocks	$52,180 5.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$46,762 4.96% of portfolio	1	-	1	-	0 Calls 0 Puts

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