Q2 2024 · 13F-HR
Dorsey Asset Management, LLCholdings as filed
Filed 2024-08-14 · accession 0001398344-24-014603
$839.4M
Reported value
11
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $120.9M | 14.4% | 239,724 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $109.3M | 13.0% | 2,480,389 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $90.8M | 10.8% | 570,859 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $90.0M | 10.7% | 30,351 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $85.3M | 10.2% | 465,268 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $76.6M | 9.12% | 306,420 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $69.5M | 8.28% | 1,197,048 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $61.6M | 7.34% | 1,725,977 | Common | SOLE |
| 42704L104 | HRI | HERC HLDGS INC | $58.5M | 6.97% | 439,118 | Common | SOLE |
| 81686C104 | 628 | SEMRUSH HLDGS INC | $47.7M | 5.68% | 3,558,820 | Common | SOLE |
| 91688F104 | UPWK | UPWORK INC | $29.3M | 3.49% | 2,725,293 | 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.