Dorsey Asset Management, LLC
Pat Dorsey · As of Q2 2024 · filed Aug 14, 2024
| META META PLATFORMS INC-CLASS A | 14.4% | Reduced −16.5% | 239,724 | $120.9M |
| SMARGBP SMARTSHEET INC-CLASS A | 13.0% | Reduced −1.3% | 2,480,389 | $109.3M |
| WIX WIX.COM LTD | 10.8% | Reduced −24.4% | 570,859 | $90.8M |
| AZO AUTOZONE INC | 10.7% | Added +30.4% | 30,351 | $90.0M |
| GOOG ALPHABET INC-CL C | 10.2% | Reduced −45.0% | 465,268 | $85.3M |
| DHR DANAHER CORP | 9.1% | Reduced −1.3% | 306,420 | $76.6M |
| PYPL PAYPAL HOLDINGS INC | 8.3% | Reduced −1.3% | 1,197,048 | $69.5M |
| SPT SPROUT SOCIAL INC - CLASS A | 7.3% | New | 1,725,977 | $61.6M |
| HRI HERC HOLDINGS INC | 7.0% | Reduced −1.3% | 439,118 | $58.5M |
| 628 SEMRUSH HOLDINGS INC-A | 5.7% | Reduced −6.5% | 3,558,820 | $47.7M |
| UPWK UPWORK INC | 3.5% | Reduced −1.3% | 2,725,293 | $29.3M |
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.