Dorsey Asset Management Pat Dorsey
Top positions activity
Value History
Quarterly report: Q1 2025
Total portfolio value: $943.6M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
AZO
|
Autozone Inc. | 143.1M 15.16% | 37.5K | -27 ↓0.07% | |
|
FB
|
Meta Platforms Inc - Class A | 142.4M 15.09% | 247.1K | +38.8K ↑18.64% | |
|
DHR
|
Danaher Corp. | 141.7M 15.01% | 691.3K | +296.5K ↑75.11% | |
|
AER
|
Aercap Holdings N.V. | 116.3M 12.32% | 1.1M | +1.1M Newly Added | |
|
GOOG
|
Alphabet Inc - Class C | 99.8M 10.57% | 638.8K | -467 ↓0.07% | |
|
BKNG
|
Booking Holdings Inc | 73.6M 7.79% | 16.0K | +16.0K Newly Added | |
|
PYPL
|
PayPal Holdings Inc | 56.0M 5.93% | 858.2K | -443.0K ↓34.04% | |
|
WIX
|
Wix.com Ltd | 52.2M 5.52% | 319.4K | -259.4K ↓44.81% | |
|
SPT
|
Sprout Social Inc Class A | 50.7M 5.37% | 2.3M | -1.7K ↓0.08% | |
|
ASML
|
ASML Holding NV - New York Shares | 46.8M 4.95% | 70.6K | +70.6K Newly Added | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 21.1M 2.23% | 2.3M | -1.7K ↓0.08% |
Sold Out Positions
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