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DORSEY ASSET MANAGEMENT, LLC

AUM: $1.11 B
13-F Portfolio Value: $860.17 M
Last 13-F Filed: Q1 2024
Concentration in top 10: 99.98%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
METAMETA PLATFORMS INC16.21%287,226$139,471,201-98,907-25.61%$485.5813F
GOOGALPHABET INC14.98%846,297$128,857,181-11,350-1.32%$152.2613F
WIXWIX COM LTD12.07%755,440$103,857,891-10,145-1.33%$137.4813F
SMARSMARTSHEET INC11.24%2,512,328$96,724,628-33,704-1.32%$38.513F
PYPLPAYPAL HLDGS INC9.44%1,212,462$81,222,829-16,258-1.32%$66.9913F
DHRDANAHER CORPORATION9.01%310,364$77,504,098-4,152-1.32%$249.7213F
HRIHERC HLDGS INC8.7%444,769$74,854,623-72,125-13.95%$168.313F
AZOAUTOZONE INC8.53%23,282$73,376,71523,282New$3151.6513F
SEMRSEMRUSH HLDGS INC5.87%3,805,121$50,455,9041,045,08237.86%$13.2613F
UPWKUPWORK INC3.93%2,760,387$33,842,345-37,059-1.32%$12.2613F