Dorsey Asset Management as of Dec. 31, 2023
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 9 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 17.6 | $137M | 386k | 353.96 | |
| Smartsheet Com Cl A (SMAR) | 15.7 | $122M | 2.5M | 47.82 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.5 | $121M | 858k | 140.93 | |
| Wix SHS (WIX) | 12.1 | $94M | 766k | 123.02 | |
| Herc Hldgs (HRI) | 9.9 | $77M | 517k | 148.89 | |
| Paypal Holdings (PYPL) | 9.7 | $76M | 1.2M | 61.41 | |
| Danaher Corporation (DHR) | 9.4 | $73M | 315k | 231.34 | |
| Upwork (UPWK) | 5.3 | $42M | 2.8M | 14.87 | |
| Semrush Hldgs Cl A Com (SEMR) | 4.8 | $38M | 2.8M | 13.66 |
