Q3 2024 · 13F-HR
Dorsey Asset Management, LLCholdings as filed
Filed 2024-11-14 · accession 0001398344-24-020708
$927.6M
Reported value
12
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $133.2M | 14.4% | 232,669 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $92.8M | 10.0% | 29,458 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $92.6M | 9.98% | 553,894 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $91.2M | 9.83% | 698,796 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $90.7M | 9.78% | 1,162,523 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $82.7M | 8.92% | 297,492 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $82.7M | 8.91% | 1,493,286 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $75.5M | 8.14% | 451,618 | Common | SOLE |
| 42704L104 | HRI | HERC HLDGS INC | $67.9M | 7.32% | 426,060 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $57.4M | 6.19% | 1,975,994 | Common | SOLE |
| 81686C104 | 628 | SEMRUSH HLDGS INC | $33.2M | 3.58% | 2,113,947 | Common | SOLE |
| 91688F104 | UPWK | UPWORK INC | $27.7M | 2.98% | 2,647,145 | 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.