13F HOLDINGS REPORT
Dorsey Asset Management, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001398344-23-020605
Total Value
$765.9M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 469,184 | $140.9M | 18.39% |
| 2 | ALPHABET INC | GOOG | 907,610 | $119.7M | 15.63% |
| 3 | WIX COM LTD | WIX | 1,229,627 | $112.9M | 14.74% |
| 4 | SMARTSHEET INC | 83200N103 | 2,694,296 | $109.0M | 14.23% |
| 5 | PAYPAL HLDGS INC | PYPL | 1,300,303 | $76.0M | 9.93% |
| 6 | HERC HLDGS INC | HRI | 433,139 | $51.5M | 6.73% |
| 7 | DISNEY WALT CO | 254687106 | 627,314 | $50.8M | 6.64% |
| 8 | UPWORK INC | UPWK | 4,474,286 | $50.8M | 6.64% |
| 9 | DOLLAR GEN CORP NEW | 256677105 | 272,822 | $28.9M | 3.77% |
| 10 | SEMRUSH HLDGS INC | SEMR | 2,986,788 | $25.4M | 3.31% |