Dorsey Asset Management as of June 30, 2024
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 11 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 14.4 | $121M | 240k | 504.22 | |
| Smartsheet Com Cl A (SMAR) | 13.0 | $109M | 2.5M | 44.08 | |
| Wix SHS (WIX) | 10.8 | $91M | 571k | 159.07 | |
| AutoZone (AZO) | 10.7 | $90M | 30k | 2964.10 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.2 | $85M | 465k | 183.42 | |
| Danaher Corporation (DHR) | 9.1 | $77M | 306k | 249.85 | |
| Paypal Holdings (PYPL) | 8.3 | $70M | 1.2M | 58.03 | |
| Sprout Social Com Cl A (SPT) | 7.3 | $62M | 1.7M | 35.68 | |
| Herc Hldgs (HRI) | 7.0 | $59M | 439k | 133.29 | |
| Semrush Hldgs Cl A Com (SEMR) | 5.7 | $48M | 3.6M | 13.39 | |
| Upwork (UPWK) | 3.5 | $29M | 2.7M | 10.75 |
