Dorsey Asset Management, LLC
Pat Dorsey · As of Q1 2024 · filed May 15, 2024
| META META PLATFORMS INC-CLASS A | 16.2% | Reduced −25.6% | 287,226 | $139.5M |
| GOOG ALPHABET INC-CL C | 15.0% | Reduced −1.3% | 846,297 | $128.9M |
| WIX WIX.COM LTD | 12.1% | Reduced −1.3% | 755,440 | $103.9M |
| SMARGBP SMARTSHEET INC-CLASS A | 11.2% | Reduced −1.3% | 2,512,328 | $96.7M |
| PYPL PAYPAL HOLDINGS INC | 9.4% | Reduced −1.3% | 1,212,462 | $81.2M |
| DHR DANAHER CORP | 9.0% | Reduced −1.3% | 310,364 | $77.5M |
| HRI HERC HOLDINGS INC | 8.7% | Reduced −14.0% | 444,769 | $74.9M |
| AZO AUTOZONE INC | 8.5% | New | 23,282 | $73.4M |
| 628 SEMRUSH HOLDINGS INC-A | 5.9% | Added +37.9% | 3,805,121 | $50.5M |
| UPWK UPWORK INC | 3.9% | Reduced −1.3% | 2,760,387 | $33.8M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.