Dorsey Asset Management Pat Dorsey
Top positions activity
Value History
Quarterly report: Q1 2024
Total portfolio value: $860.2M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 139.5M 16.21% | 287.2K | -98.9K ↓25.61% | |
|
GOOG
|
Alphabet Inc - Class C | 128.9M 14.98% | 846.3K | -11.3K ↓1.32% | |
|
WIX
|
Wix.com Ltd | 103.9M 12.07% | 755.4K | -10.1K ↓1.33% | |
|
SMAR
|
Smartsheet Inc - Class A | 96.7M 11.24% | 2.5M | -33.7K ↓1.32% | |
|
PYPL
|
PayPal Holdings Inc | 81.2M 9.44% | 1.2M | -16.3K ↓1.32% | |
|
DHR
|
Danaher Corp. | 77.5M 9.01% | 310.4K | -4.2K ↓1.32% | |
|
HRI
|
Herc Holdings Inc | 74.9M 8.7% | 444.8K | -72.1K ↓13.95% | |
|
AZO
|
Autozone Inc. | 73.4M 8.53% | 23.3K | +23.3K Newly Added | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 50.5M 5.86% | 3.8M | +1.0M ↑37.86% | |
|
UPWK
|
Upwork Inc | 33.8M 3.93% | 2.8M | -37.1K ↓1.32% |