Dorsey Asset Management, LLC
Pat Dorsey · As of Q3 2024 · filed Nov 14, 2024
| META META PLATFORMS INC-CLASS A | 14.4% | Reduced −2.9% | 232,669 | $133.2M |
| AZO AUTOZONE INC | 10.0% | Reduced −2.9% | 29,458 | $92.8M |
| WIX WIX.COM LTD | 10.0% | Reduced −3.0% | 553,894 | $92.6M |
| APP APPLOVIN CORP-CLASS A | 9.8% | New | 698,796 | $91.2M |
| PYPL PAYPAL HOLDINGS INC | 9.8% | Reduced −2.9% | 1,162,523 | $90.7M |
| DHR DANAHER CORP | 8.9% | Reduced −2.9% | 297,492 | $82.7M |
| SMARGBP SMARTSHEET INC-CLASS A | 8.9% | Reduced −39.8% | 1,493,286 | $82.7M |
| GOOG ALPHABET INC-CL C | 8.1% | Reduced −2.9% | 451,618 | $75.5M |
| HRI HERC HOLDINGS INC | 7.3% | Reduced −3.0% | 426,060 | $67.9M |
| SPT SPROUT SOCIAL INC - CLASS A | 6.2% | Added +14.5% | 1,975,994 | $57.4M |
| 628 SEMRUSH HOLDINGS INC-A | 3.6% | Reduced −40.6% | 2,113,947 | $33.2M |
| UPWK UPWORK INC | 3.0% | Reduced −2.9% | 2,647,145 | $27.7M |
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.