Dorsey Asset Management Pat Dorsey
Top positions activity
Value History
Quarterly report: Q2 2024
Total portfolio value: $839.4M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 120.9M 14.39% | 239.7K | -47.5K ↓16.54% | |
|
SMAR
|
Smartsheet Inc - Class A | 109.3M 13.02% | 2.5M | -31.9K ↓1.27% | |
|
WIX
|
Wix.com Ltd | 90.8M 10.81% | 570.9K | -184.6K ↓24.43% | |
|
AZO
|
Autozone Inc. | 90.0M 10.71% | 30.4K | +7.1K ↑30.36% | |
|
GOOG
|
Alphabet Inc - Class C | 85.3M 10.16% | 465.3K | -381.0K ↓45.02% | |
|
DHR
|
Danaher Corp. | 76.6M 9.12% | 306.4K | -3.9K ↓1.27% | |
|
PYPL
|
PayPal Holdings Inc | 69.5M 8.27% | 1.2M | -15.4K ↓1.27% | |
|
SPT
|
Sprout Social Inc Class A | 61.6M 7.33% | 1.7M | +1.7M Newly Added | |
|
HRI
|
Herc Holdings Inc | 58.5M 6.97% | 439.1K | -5.7K ↓1.27% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 47.7M 5.67% | 3.6M | -246.3K ↓6.47% | |
|
UPWK
|
Upwork Inc | 29.3M 3.49% | 2.7M | -35.1K ↓1.27% |