Dorsey Asset Management, LLC Top Holdings and 13F Report (2024)

About Dorsey Asset Management, LLC

Dorsey Asset Management, LLC has $839.40 million in total holdings as of June 30, 2024.
Dorsey Asset Management, LLC owns shares of 11 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
Approximately 9.83% of the portfolio was purchased this quarter.
About 15.60% of the portfolio was sold this quarter.
This quarter, Dorsey Asset Management, LLC has purchased 10 new stocks and bought additional shares in 1 stock.
Dorsey Asset Management, LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.

Alphabet: 381,029 shares (about $69.89M)
Wix.com: 184,581 shares (about $29.36M)
Meta Platforms: 47,502 shares (about $23.95M)
Semrush: 246,301 shares (about $3.30M)
Smartsheet: 31,939 shares (about $1.41M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
META Meta Platforms	$120,873,635	$23,951,458 ▼	-16.5%	239,724	14.4%	Computer and Technology
SMAR Smartsheet	$109,335,547	$1,407,871 ▼	-1.3%	2,480,389	13.0%	Computer and Technology
WIX Wix.com	$90,806,541	$29,361,300 ▼	-24.4%	570,859	10.8%	Computer and Technology
AZO AutoZone	$89,963,399	$20,953,223 ▲	30.4%	30,351	10.7%	Retail/Wholesale
GOOG Alphabet	$85,339,457	$69,888,340 ▼	-45.0%	465,268	10.2%	Computer and Technology
DHR Danaher	$76,559,037	$985,408 ▼	-1.3%	306,420	9.1%	Multi-Sector Conglomerates
PYPL PayPal	$69,464,695	$894,474 ▼	-1.3%	1,197,048	8.3%	Computer and Technology
SPT Sprout Social	$61,582,859	$61,582,859 ▲	New Holding	1,725,977	7.3%	Computer and Technology
HRI Herc	$58,530,038	$753,222 ▼	-1.3%	439,118	7.0%	Transportation
SEMR Semrush	$47,652,600	$3,297,970 ▼	-6.5%	3,558,820	5.7%	Computer and Technology
UPWK Upwork	$29,296,900	$377,261 ▼	-1.3%	2,725,293	3.5%	Computer and Technology