13F HOLDINGS REPORT
Dorsey Asset Management, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001398344-24-014603
Total Value
$839.4M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 239,724 | $120.9M | 14.40% |
| 2 | SMARTSHEET INC | 83200N103 | 2,480,389 | $109.3M | 13.03% |
| 3 | WIX COM LTD | WIX | 570,859 | $90.8M | 10.82% |
| 4 | AUTOZONE INC | AZO | 30,351 | $90.0M | 10.72% |
| 5 | ALPHABET INC | GOOG | 465,268 | $85.3M | 10.17% |
| 6 | DANAHER CORPORATION | 235851102 | 306,420 | $76.6M | 9.12% |
| 7 | PAYPAL HLDGS INC | PYPL | 1,197,048 | $69.5M | 8.28% |
| 8 | SPROUT SOCIAL INC | SPT | 1,725,977 | $61.6M | 7.34% |
| 9 | HERC HLDGS INC | HRI | 439,118 | $58.5M | 6.97% |
| 10 | SEMRUSH HLDGS INC | SEMR | 3,558,820 | $47.7M | 5.68% |
| 11 | UPWORK INC | UPWK | 2,725,293 | $29.3M | 3.49% |