Dorsey Asset Management, LLC Top Holdings and 13F Report (2024) About Dorsey Asset Management, LLCInvestment ActivityDorsey Asset Management, LLC has $927.64 million in total holdings as of September 30, 2024.Dorsey Asset Management, LLC owns shares of 12 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 10.62% of the portfolio was purchased this quarter.About 10.50% of the portfolio was sold this quarter.This quarter, Dorsey Asset Management, LLC has purchased 11 new stocks and bought additional shares in 1 stock.Dorsey Asset Management, LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Meta Platforms $133,189,042AutoZone $92,793,878Wix.com $92,594,460APPLOVIN CORP $91,227,818PayPal $90,711,670 Largest New Holdings this Quarter APPLOVIN CORP $91,227,818 Holding Largest Purchases this Quarter APPLOVIN CORP 698,796 shares (about $91.23M)Sprout Social 250,017 shares (about $7.27M) Largest Sales this Quarter Smartsheet 987,103 shares (about $54.65M)Semrush 1,444,873 shares (about $22.70M)Meta Platforms 7,055 shares (about $4.04M)Wix.com 16,965 shares (about $2.84M)AutoZone 893 shares (about $2.81M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDorsey Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$133,189,042$4,038,564 ▼-2.9%232,66914.4%Computer and TechnologyAZOAutoZone$92,793,878$2,812,986 ▼-2.9%29,45810.0%Retail/WholesaleWIXWix.com$92,594,460$2,836,039 ▼-3.0%553,89410.0%Computer and TechnologyAPPLOVIN CORP$91,227,818$91,227,818 ▲New Holding698,7969.8%COM CL APYPLPayPal$90,711,670$2,693,986 ▼-2.9%1,162,5239.8%Computer and TechnologyDHRDanaher$82,708,726$2,482,163 ▼-2.9%297,4928.9%Multi-Sector ConglomeratesSMARSmartsheet$82,668,313$54,646,022 ▼-39.8%1,493,2868.9%Computer and TechnologyGOOGAlphabet$75,506,013$2,282,143 ▼-2.9%451,6188.1%Computer and TechnologyHRIHerc$67,926,746$2,081,837 ▼-3.0%426,0607.3%TransportationSPTSprout Social$57,442,146$7,267,994 ▲14.5%1,975,9946.2%Computer and TechnologySEMRSemrush$33,210,107$22,698,955 ▼-40.6%2,113,9473.6%Computer and TechnologyUPWKUpwork$27,662,665$816,647 ▼-2.9%2,647,1453.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
