Dorsey Asset Management, LLC
Pat Dorsey · As of Q1 2025 · filed May 15, 2025
| AZO AUTOZONE INC | 15.2% | Reduced −0.1% | 37,543 | $143.1M |
| META META PLATFORMS INC-CLASS A | 15.1% | Added +18.6% | 247,057 | $142.4M |
| DHR DANAHER CORP | 15.0% | Added +75.1% | 691,304 | $141.7M |
| AER AERCAP HOLDINGS NV | 12.3% | New | 1,138,542 | $116.3M |
| GOOG ALPHABET INC-CL C | 10.6% | Reduced −0.1% | 638,751 | $99.8M |
| BKNG BOOKING HOLDINGS INC | 7.8% | New | 15,969 | $73.6M |
| PYPL PAYPAL HOLDINGS INC | 5.9% | Reduced −34.0% | 858,231 | $56.0M |
| WIX WIX.COM LTD | 5.5% | Reduced −44.8% | 319,382 | $52.2M |
| SPT SPROUT SOCIAL INC - CLASS A | 5.4% | Reduced −0.1% | 2,304,414 | $50.7M |
| ASML ASML HOLDING NV-NY REG SHS | 5.0% | New | 70,571 | $46.8M |
| 628 SEMRUSH HOLDINGS INC-A | 2.2% | Reduced −0.1% | 2,256,733 | $21.1M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SMARGBP SMARTSHEET INC-CLASS A | 1,447,727 | $81.1M |
| HRI HERC HOLDINGS INC | 272,903 | $51.7M |
| UPWK UPWORK INC | 3,045,142 | $49.8M |
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.