13F HOLDINGS REPORT
Dorsey Asset Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001398344-25-002824
Total Value
$970.0M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WIX COM LTD | WIX | 578,741 | $124.2M | 12.80% |
| 2 | META PLATFORMS INC | META | 208,247 | $121.9M | 12.57% |
| 3 | ALPHABET INC | GOOG | 639,218 | $121.7M | 12.55% |
| 4 | AUTOZONE INC | AZO | 37,570 | $120.3M | 12.40% |
| 5 | PAYPAL HLDGS INC | PYPL | 1,301,183 | $111.1M | 11.45% |
| 6 | DANAHER CORPORATION | 235851102 | 394,791 | $90.6M | 9.34% |
| 7 | SMARTSHEET INC | 83200N103 | 1,447,727 | $81.1M | 8.36% |
| 8 | SPROUT SOCIAL INC | SPT | 2,306,149 | $70.8M | 7.30% |
| 9 | HERC HLDGS INC | HRI | 272,903 | $51.7M | 5.33% |
| 10 | UPWORK INC | UPWK | 3,045,142 | $49.8M | 5.13% |
| 11 | SEMRUSH HLDGS INC | SEMR | 2,258,481 | $26.8M | 2.77% |