Dorsey Asset Management, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings11 positions
 Wix.com Ltd. | 578,741 | $124.2M | 12.8% | — | — | 22 qtrssince 2019-Q3 | Increased 64 |
 Meta Platforms, Inc. | 208,247 | $121.9M | 12.6% | $184.10 | +216.23% | 22 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 639,218 | $121.7M | 12.5% | $118.41 | +59.89% | 22 qtrssince 2019-Q3 | Increased 81 |
 AutoZone, Inc. | 37,570 | $120.3M | 12.4% | $3,128.27 | +2.36% | 4 qtrssince 2024-Q1 | Increased 76 |
 PayPal Holdings, Inc. | 1.3M | $111.1M | 11.4% | $109.02 | -22.58% | 22 qtrssince 2019-Q3 | Increased 68 |
 Danaher Corporation | 394,791 | $90.6M | 9.3% | $227.35 | -0.26% | 5 qtrssince 2023-Q4 | Increased 77 |
 SMARTSHEET INC | 1.4M | $81.1M | 8.4% | — | — | 19 qtrssince 2020-Q2 | Decreased 0 |
 Sprout Social, Inc | 2.3M | $70.8M | 7.3% | $34.25 | -10.34% | 3 qtrssince 2024-Q2 | Increased 70 |
 Herc Holdings Inc. | 272,903 | $51.7M | 5.3% | $123.48 | +5.45% | 7 qtrssince 2023-Q2 | Decreased 0 |
 Upwork Inc. | 3M | $49.8M | 5.1% | $15.69 | -16.83% | 19 qtrssince 2020-Q2 | Increased 68 |
 SEMRUSH HLDGS INC | 2.3M | $26.8M | 2.8% | — | — | 14 qtrssince 2021-Q3 | Increased 56 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2023-Q3 | $765,870,304 | 1.40894019628% |
| 2023-Q4 | $777,953,675 | 1.57773071196% |
| 2024-Q1 | $860,167,415 | 10.5679480208% |
| 2024-Q2 | $839,404,708 | -2.41379836505% |
| 2024-Q3 | $927,641,584 | 10.5118395405% |
| 2024-Q4 | $970,037,173 | 4.57025533689% |
Dorsey Asset Management, LLC manages $970M across 11 positions as of Q4 2024. Top holdings: WIX (12.8%), META (12.6%), GOOG (12.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Exited APP; increased 8, led by GOOG (+187,600 shares); trimmed 3, led by HRI (−153,157 shares). Top move: GOOG (INCREASED, conviction 81). Portfolio: $970M across 11 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
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