Q4 2023 · 13F-HR
Dorsey Asset Management, LLCholdings as filed
Filed 2024-02-14 · accession 0001398344-24-002904
$778.0M
Reported value
9
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $136.7M | 17.6% | 386,133 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $121.8M | 15.7% | 2,546,032 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $120.9M | 15.5% | 857,647 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $94.2M | 12.1% | 765,585 | Common | SOLE |
| 42704L104 | HRI | HERC HLDGS INC | $77.0M | 9.89% | 516,894 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $75.5M | 9.70% | 1,228,720 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $72.8M | 9.35% | 314,516 | Common | SOLE |
| 91688F104 | UPWK | UPWORK INC | $41.6M | 5.35% | 2,797,446 | Common | SOLE |
| 81686C104 | 628 | SEMRUSH HLDGS INC | $37.7M | 4.85% | 2,760,039 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.