13F Filings for Dorsey Asset Management, LLC (CIK: 1671657)
View the most recent portfolio holdings disclosed by Dorsey Asset Management, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| AZO - AUTOZONE INC(Class: COM) | 37.54K | $143.14M | - | Decreased | 27 (0.0%, $22.84M) |
| META - META PLATFORMS INC(Class: CL A) | 247.06K | $142.39M | - | Increased | 38.81K (18.0%, $20.46M) |
| DHR - DANAHER CORPORATION(Class: COM) | 691.30K | $141.72M | - | Increased | 296.51K (75.0%, $51.09M) |
| AER - AERCAP HOLDINGS NV(Class: SHS) | 1.14M | $116.32M | - | New | 1.14M ($116.32M) |
| GOOG - ALPHABET INC(Class: CAP STK CL C) | 638.75K | $99.79M | - | Decreased | 467 (0.0%, $21.94M) |
| BKNG - BOOKING HOLDINGS INC(Class: COM) | 15.97K | $73.57M | - | New | 15.97K ($73.57M) |
| PYPL - PAYPAL HLDGS INC(Class: COM) | 858.23K | $56M | - | Decreased | 442.95K (34.0%, $55.06M) |
| WIX - WIX COM LTD(Class: SHS) | 319.38K | $52.18M | - | Decreased | 259.36K (44.0%, $71.99M) |
| SPT - SPROUT SOCIAL INC(Class: COM CL A) | 2.30M | $50.67M | - | Decreased | 1.74K (0.0%, $20.15M) |
| ASML - ASML HOLDING N V(Class: N Y REGISTRY SHS) | 70.57K | $46.76M | - | New | 70.57K ($46.76M) |
| SEMR - SEMRUSH HLDGS INC(Class: CL A COM) | 2.26M | $21.06M | - | Decreased | 1.75K (0.0%, $5.78M) |
| HRI - HERC HLDGS INC(Class: COM) | 0 | $0 | - | Exited | 272.90K ($51.67M) |
| SMAR - SMARTSHEET INC(Class: COM CL A) | 0 | $0 | - | Exited | 1.45M ($81.12M) |
| UPWK - UPWORK INC(Class: COM) | 0 | $0 | - | Exited | 3.05M ($49.79M) |