DA

Dorsey Asset Management, LLC

13F
Dorsey Asset Management, LLC
Last update 2024-08-14 11 Stocks (1 new)
Value $839.00 Mil Turnover 10 %
Countries:
Top Holdings: META(14.40%)SMAR(13.03%)WIX(10.82%)AZO(10.72%)GOOG(10.17%)
Portfolio Report
Summary Stock Picks Current Portfolio
Dorsey Asset Management, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
META 		Meta Platforms Inc
239,724
120873.640
-16.54%
14.400
-2.68%
0.010
+20.44%
+62.21%
1445092.971
Interactive Media
SMAR 		Smartsheet Inc
2,480,389
109335.550
-1.27%
13.030
-0.14%
1.790
+23.04%
+16.69%
7772.900
Software
WIX 		Wix.com Ltd
570,859
90806.540
-24.43%
10.820
-2.95%
1.040
+10.64%
+34.77%
9089.452
Software
AZO 		AutoZone Inc
30,351
89963.400
+30.36%
10.720
+2.50%
0.180
-1.69%
+18.34%
51724.251
Retail - Cyclical
GOOG 		Alphabet Inc
465,268
85339.460
-45.02%
10.170
-6.74%
0.000
+6.84%
+21.93%
2087029.120
Interactive Media
DHR 		Danaher Corp
306,420
76559.040
-1.27%
9.120
-0.11%
0.040
-7.06%
+8.44%
180619.345
Medical Diagnostics & Research
PYPL 		PayPal Holdings Inc
1,197,048
69464.700
-1.27%
8.280
-0.12%
0.120
+31.08%
+29.05%
79451.202
Credit Services
SPT 		Sprout Social Inc
1,725,977
61582.860
New Holding
7.340
+7.34%
3.020
-11.63%
-55.24%
1569.709
Software
HRI 		Herc Holdings Inc
439,118
58530.040
-1.27%
6.970
-0.11%
1.550
+60.65%
+46.48%
6108.408
Business Services
SEMR 		SEMrush Holdings Inc
3,558,820
47652.600
-6.47%
5.680
-0.38%
2.430
+2.94%
-2.71%
1946.168
Software

Dorsey Asset Management, LLC's Historical Top Holdings Breakdowns

Dorsey Asset Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPT 		Sprout Social Inc2024-06-30New Buy
+7.34%
â—Ź
26.9 ($40.24) 58.6
$27.50
-31.66%
New holding
1,725,977
1,725,977
GOOG 		Alphabet Inc2024-06-30Reduce
-6.74%
â—Ź
151.94 ($170.1) 186.86
$171.41
0.77%
Reduce -45.02%
465,268
-381,029
WIX 		Wix.com Ltd2024-06-30Reduce
-2.95%
â—Ź
118.87 ($143.66) 176.01
$165.80
15.41%
Reduce -24.43%
570,859
-184,581
META 		Meta Platforms Inc2024-06-30Reduce
-2.68%
â—Ź
430.17 ($486.09) 527.34
$572.43
17.76%
Reduce -16.54%
239,724
-47,502
AZO 		AutoZone Inc2024-06-30Add
+2.50%
â—Ź
2739.1 ($2927.39) 3170.04
$3,059.83
4.52%
Add 30.36%
30,351
7,069
SEMR 		SEMrush Holdings Inc2024-06-30Reduce
-0.38%
â—Ź
11.5 ($13.86) 16.2
$13.29
-4.11%
Reduce -6.47%
3,558,820
-246,301
SMAR 		Smartsheet Inc2024-06-30Reduce
-0.14%
â—Ź
36.58 ($39.86) 44.29
$55.80
39.99%
Reduce -1.27%
2,480,389
-31,939
PYPL 		PayPal Holdings Inc2024-06-30Reduce
-0.12%
â—Ź
58.03 ($63.61) 67.92
$79.25
24.59%
Reduce -1.27%
1,197,048
-15,414
DHR 		Danaher Corp2024-06-30Reduce
-0.11%
â—Ź
235.51 ($252.65) 267.98
$250.07
-1.02%
Reduce -1.27%
306,420
-3,944
HRI 		Herc Holdings Inc2024-06-30Reduce
-0.11%
â—Ź
128.3 ($147.73) 167.64
$215.05
45.57%
Reduce -1.27%
439,118
-5,651

Dorsey Asset Management, LLC Total Holding History ($B)

To

Dorsey Asset Management, LLC's Asset Allocation

To

Dorsey Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Dorsey Asset Management, LLC's Hypothetical Growth since 2024-06-30

Dorsey Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Dorsey Asset Management, LLC's Holdings Heat Map

Size field:

Dorsey Asset Management, LLC's Holdings Bubble Chart

Dorsey Asset Management, LLC News

  • 1

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