Dorsey Asset Management, LLC
Pat Dorsey · As of Q4 2024 · filed Feb 14, 2025
| WIX WIX.COM LTD | 12.8% | Added +4.5% | 578,741 | $124.2M |
| META META PLATFORMS INC-CLASS A | 12.6% | Reduced −10.5% | 208,247 | $121.9M |
| GOOG ALPHABET INC-CL C | 12.5% | Added +41.5% | 639,218 | $121.7M |
| AZO AUTOZONE INC | 12.4% | Added +27.5% | 37,570 | $120.3M |
| PYPL PAYPAL HOLDINGS INC | 11.4% | Added +11.9% | 1,301,183 | $111.1M |
| DHR DANAHER CORP | 9.3% | Added +32.7% | 394,791 | $90.6M |
| SMARGBP SMARTSHEET INC-CLASS A | 8.4% | Reduced −3.1% | 1,447,727 | $81.1M |
| SPT SPROUT SOCIAL INC - CLASS A | 7.3% | Added +16.7% | 2,306,149 | $70.8M |
| HRI HERC HOLDINGS INC | 5.3% | Reduced −35.9% | 272,903 | $51.7M |
| UPWK UPWORK INC | 5.1% | Added +15.0% | 3,045,142 | $49.8M |
| 628 SEMRUSH HOLDINGS INC-A | 2.8% | Added +6.8% | 2,258,481 | $26.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| APP APPLOVIN CORP-CLASS A | 698,796 | $91.2M |
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.