Q4 2024 · 13F-HR
Dorsey Asset Management, LLCholdings as filed
Filed 2025-02-14 · accession 0001398344-25-002824
$970.0M
Reported value
11
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M98068105 | WIX | WIX COM LTD | $124.2M | 12.8% | 578,741 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $121.9M | 12.6% | 208,247 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $121.7M | 12.5% | 639,218 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $120.3M | 12.4% | 37,570 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $111.1M | 11.4% | 1,301,183 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $90.6M | 9.34% | 394,791 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $81.1M | 8.36% | 1,447,727 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $70.8M | 7.30% | 2,306,149 | Common | SOLE |
| 42704L104 | HRI | HERC HLDGS INC | $51.7M | 5.33% | 272,903 | Common | SOLE |
| 91688F104 | UPWK | UPWORK INC | $49.8M | 5.13% | 3,045,142 | Common | SOLE |
| 81686C104 | 628 | SEMRUSH HLDGS INC | $26.8M | 2.77% | 2,258,481 | 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.