13F HOLDINGS REPORT
Dorsey Asset Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001398344-25-009457
Total Value
$943.6M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AUTOZONE INC | AZO | 37,543 | $143.1M | 15.17% |
| 2 | META PLATFORMS INC | META | 247,057 | $142.4M | 15.09% |
| 3 | DANAHER CORPORATION | 235851102 | 691,304 | $141.7M | 15.02% |
| 4 | AERCAP HOLDINGS NV | AER | 1,138,542 | $116.3M | 12.33% |
| 5 | ALPHABET INC | GOOG | 638,751 | $99.8M | 10.58% |
| 6 | BOOKING HOLDINGS INC | BKNG | 15,969 | $73.6M | 7.80% |
| 7 | PAYPAL HLDGS INC | PYPL | 858,231 | $56.0M | 5.93% |
| 8 | WIX COM LTD | WIX | 319,382 | $52.2M | 5.53% |
| 9 | SPROUT SOCIAL INC | SPT | 2,304,414 | $50.7M | 5.37% |
| 10 | ASML HOLDING N V | ASMLF | 70,571 | $46.8M | 4.96% |
| 11 | SEMRUSH HLDGS INC | SEMR | 2,256,733 | $21.1M | 2.23% |