Dorsey Asset Management, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings10 positions
 Meta Platforms, Inc. | 287,226 | $139.5M | 16.2% | $184.10 | +161.54% | 19 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 846,297 | $128.9M | 15.0% | $88.95 | +69.57% | 19 qtrssince 2019-Q3 | Decreased 0 |
 Wix.com Ltd. | 755,440 | $103.9M | 12.1% | — | — | 19 qtrssince 2019-Q3 | Decreased 0 |
 SMARTSHEET INC | 2.5M | $96.7M | 11.2% | — | — | 16 qtrssince 2020-Q2 | Decreased 0 |
 PayPal Holdings, Inc. | 1.2M | $81.2M | 9.4% | $111.96 | -40.83% | 19 qtrssince 2019-Q3 | Decreased 0 |
 Danaher Corporation | 310,364 | $77.5M | 9.0% | $227.55 | +8.06% | 2 qtrssince 2023-Q4 | Decreased 0 |
 Herc Holdings Inc. | 444,769 | $74.9M | 8.7% | $123.48 | +30.05% | 4 qtrssince 2023-Q2 | Decreased 0 |
 AutoZone, Inc. | 23,282 | $73.4M | 8.5% | $3,151.65 | 0.00% | 1 qtr | New 95 |
 SEMRUSH HLDGS INC | 3.8M | $50.5M | 5.9% | — | — | 11 qtrssince 2021-Q3 | Increased 78 |
 Upwork Inc. | 2.8M | $33.8M | 3.9% | $15.59 | -21.37% | 16 qtrssince 2020-Q2 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2022-Q4 | $687,863,507 | -16.6380853681% |
| 2023-Q1 | $881,981,491 | 28.2204219332% |
| 2023-Q2 | $755,229,571 | -14.3712675712% |
| 2023-Q3 | $765,870,304 | 1.40894019628% |
| 2023-Q4 | $777,953,675 | 1.57773071196% |
| 2024-Q1 | $860,167,415 | 10.5679480208% |
Dorsey Asset Management, LLC manages $860.2M across 10 positions as of Q1 2024. Top holdings: META (16.2%), GOOG (15.0%), WIX (12.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added AZO; increased 1, led by SEMR (+1M shares); trimmed 8, led by META (−98,907 shares). Top move: AZO (NEW, conviction 95). Portfolio: $860M across 10 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR