Dorsey Asset Management Pat Dorsey
Top positions activity
Value History
Quarterly report: Q4 2024
Total portfolio value: $970.0M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
WIX
|
Wix.com Ltd | 124.2M 12.8% | 578.7K | +24.8K ↑4.49% | |
|
FB
|
Meta Platforms Inc - Class A | 121.9M 12.56% | 208.2K | -24.4K ↓10.50% | |
|
GOOG
|
Alphabet Inc - Class C | 121.7M 12.54% | 639.2K | +187.6K ↑41.54% | |
|
AZO
|
Autozone Inc. | 120.3M 12.4% | 37.6K | +8.1K ↑27.54% | |
|
PYPL
|
PayPal Holdings Inc | 111.1M 11.44% | 1.3M | +138.7K ↑11.93% | |
|
DHR
|
Danaher Corp. | 90.6M 9.34% | 394.8K | +97.3K ↑32.71% | |
|
SMAR
|
Smartsheet Inc - Class A | 81.1M 8.36% | 1.4M | -45.6K ↓3.05% | |
|
SPT
|
Sprout Social Inc Class A | 70.8M 7.3% | 2.3M | +330.2K ↑16.71% | |
|
HRI
|
Herc Holdings Inc | 51.7M 5.32% | 272.9K | -153.2K ↓35.95% | |
|
UPWK
|
Upwork Inc | 49.8M 5.13% | 3.0M | +398.0K ↑15.03% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 26.8M 2.76% | 2.3M | +144.5K ↑6.84% |
Sold Out Positions
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