Dorsey Asset Management as of Sept. 30, 2024
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 12 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 14.4 | $133M | 233k | 572.44 | |
| AutoZone (AZO) | 10.0 | $93M | 30k | 3150.04 | |
| Wix SHS (WIX) | 10.0 | $93M | 554k | 167.17 | |
| Applovin Corp Com Cl A (APP) | 9.8 | $91M | 699k | 130.55 | |
| Paypal Holdings (PYPL) | 9.8 | $91M | 1.2M | 78.03 | |
| Danaher Corporation (DHR) | 8.9 | $83M | 298k | 278.02 | |
| Smartsheet Com Cl A (SMAR) | 8.9 | $83M | 1.5M | 55.36 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.1 | $76M | 452k | 167.19 | |
| Herc Hldgs (HRI) | 7.3 | $68M | 426k | 159.43 | |
| Sprout Social Com Cl A (SPT) | 6.2 | $57M | 2.0M | 29.07 | |
| Semrush Hldgs Cl A Com (SEMR) | 3.6 | $33M | 2.1M | 15.71 | |
| Upwork (UPWK) | 3.0 | $28M | 2.6M | 10.45 |
