13F HOLDINGS REPORT
Dorsey Asset Management, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001398344-24-009633
Total Value
$860.2M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 287,226 | $139.5M | 16.21% |
| 2 | ALPHABET INC | GOOG | 846,297 | $128.9M | 14.98% |
| 3 | WIX COM LTD | WIX | 755,440 | $103.9M | 12.07% |
| 4 | SMARTSHEET INC | 83200N103 | 2,512,328 | $96.7M | 11.24% |
| 5 | PAYPAL HLDGS INC | PYPL | 1,212,462 | $81.2M | 9.44% |
| 6 | DANAHER CORPORATION | 235851102 | 310,364 | $77.5M | 9.01% |
| 7 | HERC HLDGS INC | HRI | 444,769 | $74.9M | 8.70% |
| 8 | AUTOZONE INC | AZO | 23,282 | $73.4M | 8.53% |
| 9 | SEMRUSH HLDGS INC | SEMR | 3,805,121 | $50.5M | 5.87% |
| 10 | UPWORK INC | UPWK | 2,760,387 | $33.8M | 3.93% |