Q1 2024 · 13F-HR
Dorsey Asset Management, LLCholdings as filed
Filed 2024-05-15 · accession 0001398344-24-009633
$860.2M
Reported value
10
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $139.5M | 16.2% | 287,226 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $128.9M | 15.0% | 846,297 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $103.9M | 12.1% | 755,440 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $96.7M | 11.2% | 2,512,328 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $81.2M | 9.44% | 1,212,462 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $77.5M | 9.01% | 310,364 | Common | SOLE |
| 42704L104 | HRI | HERC HLDGS INC | $74.9M | 8.70% | 444,769 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $73.4M | 8.53% | 23,282 | Common | SOLE |
| 81686C104 | 628 | SEMRUSH HLDGS INC | $50.5M | 5.87% | 3,805,121 | Common | SOLE |
| 91688F104 | UPWK | UPWORK INC | $33.8M | 3.93% | 2,760,387 | 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.