13F HOLDINGS REPORT
Dorsey Asset Management, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001398344-24-020708
Total Value
$927.6M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 232,669 | $133.2M | 14.36% |
| 2 | AUTOZONE INC | AZO | 29,458 | $92.8M | 10.00% |
| 3 | WIX COM LTD | WIX | 553,894 | $92.6M | 9.98% |
| 4 | APPLOVIN CORP | APP | 698,796 | $91.2M | 9.83% |
| 5 | PAYPAL HLDGS INC | PYPL | 1,162,523 | $90.7M | 9.78% |
| 6 | DANAHER CORPORATION | 235851102 | 297,492 | $82.7M | 8.92% |
| 7 | SMARTSHEET INC | 83200N103 | 1,493,286 | $82.7M | 8.91% |
| 8 | ALPHABET INC | GOOG | 451,618 | $75.5M | 8.14% |
| 9 | HERC HLDGS INC | HRI | 426,060 | $67.9M | 7.32% |
| 10 | SPROUT SOCIAL INC | SPT | 1,975,994 | $57.4M | 6.19% |
| 11 | SEMRUSH HLDGS INC | SEMR | 2,113,947 | $33.2M | 3.58% |
| 12 | UPWORK INC | UPWK | 2,647,145 | $27.7M | 2.98% |