Dorsey Asset Management as of Dec. 31, 2024
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 11 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wix SHS (WIX) | 12.8 | $124M | 579k | 214.55 | |
| Meta Platforms Cl A (META) | 12.6 | $122M | 208k | 585.51 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.5 | $122M | 639k | 190.44 | |
| AutoZone (AZO) | 12.4 | $120M | 38k | 3202.00 | |
| Paypal Holdings (PYPL) | 11.4 | $111M | 1.3M | 85.35 | |
| Danaher Corporation (DHR) | 9.3 | $91M | 395k | 229.55 | |
| Smartsheet Com Cl A (SMAR) | 8.4 | $81M | 1.4M | 56.03 | |
| Sprout Social Com Cl A (SPT) | 7.3 | $71M | 2.3M | 30.71 | |
| Herc Hldgs (HRI) | 5.3 | $52M | 273k | 189.33 | |
| Upwork (UPWK) | 5.1 | $50M | 3.0M | 16.35 | |
| Semrush Hldgs Cl A Com (SEMR) | 2.8 | $27M | 2.3M | 11.88 |
