Dorsey Asset Management, LLC
Pat Dorsey · As of Q4 2023 · filed Feb 14, 2024
| META META PLATFORMS INC-CLASS A | 17.6% | Reduced −17.7% | 386,133 | $136.7M |
| SMARGBP SMARTSHEET INC-CLASS A | 15.7% | Reduced −5.5% | 2,546,032 | $121.8M |
| GOOG ALPHABET INC-CL C | 15.5% | Reduced −5.5% | 857,647 | $120.9M |
| WIX WIX.COM LTD | 12.1% | Reduced −37.7% | 765,585 | $94.2M |
| HRI HERC HOLDINGS INC | 9.9% | Added +19.3% | 516,894 | $77.0M |
| PYPL PAYPAL HOLDINGS INC | 9.7% | Reduced −5.5% | 1,228,720 | $75.5M |
| DHR DANAHER CORP | 9.4% | New | 314,516 | $72.8M |
| UPWK UPWORK INC | 5.3% | Reduced −37.5% | 2,797,446 | $41.6M |
| 628 SEMRUSH HOLDINGS INC-A | 4.8% | Reduced −7.6% | 2,760,039 | $37.7M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DIS WALT DISNEY CO | 627,314 | $50.8M |
| DG DOLLAR GENERAL CORP | 272,822 | $28.9M |
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.