Dorsey Asset Management as of March 31, 2024
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 16.2 | $140M | 287k | 485.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.0 | $129M | 846k | 152.26 | |
| Wix SHS (WIX) | 12.1 | $104M | 755k | 137.48 | |
| Smartsheet Com Cl A (SMAR) | 11.2 | $97M | 2.5M | 38.50 | |
| Paypal Holdings (PYPL) | 9.4 | $81M | 1.2M | 66.99 | |
| Danaher Corporation (DHR) | 9.0 | $78M | 310k | 249.72 | |
| Herc Hldgs (HRI) | 8.7 | $75M | 445k | 168.30 | |
| AutoZone (AZO) | 8.5 | $73M | 23k | 3151.65 | |
| Semrush Hldgs Cl A Com (SEMR) | 5.9 | $51M | 3.8M | 13.26 | |
| Upwork (UPWK) | 3.9 | $34M | 2.8M | 12.26 |
