Investor Details
| Filer Name: | DORSEY ASSET MANAGEMENT, LLC |
|---|---|
| CIK: | 1671657 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 11 |
| Portfolio Value: | $0.97B |
Dorsey Asset Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| WIX | US | WIX.COM LTD | 578,741 | $124M | 12.80% | 4.5% | - |
| META | US | META PLATFORMS INC-CLASS A | 208,247 | $122M | 12.57% | -10.5% | - |
| GOOG | US | ALPHABET INC-CL C | 639,218 | $122M | 12.55% | 41.5% | - |
| AZO | US | AUTOZONE INC | 37,570 | $120M | 12.40% | 27.5% | - |
| PYPL | US | PAYPAL HOLDINGS INC | 1,301,183 | $111M | 11.45% | 11.9% | - |
| DHR | US | DANAHER CORP | 394,791 | $91M | 9.34% | 32.7% | - |
| SMAR | US | SMARTSHEET INC-CLASS A | 1,447,727 | $81M | 8.36% | -3.1% | - |
| SPT | US | SPROUT SOCIAL INC - CLASS A | 2,306,149 | $71M | 7.30% | 16.7% | - |
| HRI | US | HERC HOLDINGS INC | 272,903 | $52M | 5.33% | -35.9% | - |
| UPWK | US | UPWORK INC | 3,045,142 | $50M | 5.13% | 15.0% | - |
| SEMR | US | SEMRUSH HOLDINGS INC-A | 2,258,481 | $27M | 2.77% | 6.8% | - |