Dorsey Asset Management historical reports.

Top positions activity

Quarterly report: Q2 2024

Total 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%

Quarterly report: Q1 2024

Total 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%

Quarterly report: Q4 2023

Total value: $778.0M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FB
Meta Platforms Inc - Class A 136.7M 17.56% 386.1K -83.1K ↓17.70%
SMAR
Smartsheet Inc - Class A 121.8M 15.65% 2.5M -148.3K ↓5.50%
GOOG
Alphabet Inc - Class C 120.9M 15.53% 857.6K -50.0K ↓5.50%
WIX
Wix.com Ltd 94.2M 12.1% 765.6K -464.0K ↓37.74%
HRI
Herc Holdings Inc 77.0M 9.89% 516.9K +83.8K ↑19.34%
PYPL
PayPal Holdings Inc 75.5M 9.69% 1.2M -71.6K ↓5.51%
DHR
Danaher Corp. 72.8M 9.35% 314.5K +314.5K Newly Added
UPWK
Upwork Inc 41.6M 5.34% 2.8M -1.7M ↓37.48%
SEMR
SEMrush Holdings Inc - Class A 37.7M 4.84% 2.8M -226.7K ↓7.59%

Quarterly report: Q3 2023

Total value: $765.9M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FB
Meta Platforms Inc - Class A 140.9M 18.39% 469.2K -157.1K ↓25.09%
GOOG
Alphabet Inc - Class C 119.7M 15.62% 907.6K +169.5K ↑22.96%
WIX
Wix.com Ltd 112.9M 14.73% 1.2M -164.1K ↓11.77%
SMAR
Smartsheet Inc - Class A 109.0M 14.23% 2.7M -586.3K ↓17.87%
PYPL
PayPal Holdings Inc 76.0M 9.92% 1.3M +651.9K ↑100.55%
HRI
Herc Holdings Inc 51.5M 6.72% 433.1K +230.3K ↑113.58%
DIS
Walt Disney Co (The) 50.8M 6.63% 627.3K -21.5K ↓3.31%
UPWK
Upwork Inc 50.8M 6.63% 4.5M -217.1K ↓4.63%
DG
Dollar General Corp. 28.9M 3.76% 272.8K +272.8K Newly Added
SEMR
SEMrush Holdings Inc - Class A 25.4M 3.31% 3.0M -35.1K ↓1.16%

Quarterly report: Q2 2023

Total value: $755.2M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FB
Meta Platforms Inc - Class A 179.7M 23.79% 626.3K -329.8K ↓34.49%
SMAR
Smartsheet Inc - Class A 125.5M 16.61% 3.3M -357.0K ↓9.81%
WIX
Wix.com Ltd 109.0M 14.43% 1.4M -151.7K ↓9.82%
GOOG
Alphabet Inc - Class C 89.3M 11.82% 738.1K -80.0K ↓9.78%
DIS
Walt Disney Co (The) 57.9M 7.67% 648.8K -70.6K ↓9.81%
ROKU
Roku Inc - Class A 50.0M 6.61% 781.2K -381.3K ↓32.80%
UPWK
Upwork Inc 43.8M 5.8% 4.7M +2.1M ↑81.05%
PYPL
PayPal Holdings Inc 43.3M 5.72% 648.4K -70.6K ↓9.81%
SEMR
SEMrush Holdings Inc - Class A 28.9M 3.82% 3.0M -329.0K ↓9.82%
HRI
Herc Holdings Inc 27.8M 3.67% 202.8K +202.8K Newly Added

Quarterly report: Q1 2023

Total value: $882.0M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FB
Meta Platforms Inc - Class A 202.6M 22.97% 956.1K -35.9K ↓3.62%
SMAR
Smartsheet Inc - Class A 173.9M 19.71% 3.6M -209.0K ↓5.43%
WIX
Wix.com Ltd 154.2M 17.48% 1.5M -58.2K ↓3.63%
GOOG
Alphabet Inc - Class C 85.1M 9.64% 818.1K +247.2K ↑43.30%
ROKU
Roku Inc - Class A 76.5M 8.67% 1.2M -515.2K ↓30.71%
DIS
Walt Disney Co (The) 72.0M 8.16% 719.4K -27.0K ↓3.62%
PYPL
PayPal Holdings Inc 54.6M 6.19% 718.9K -27.0K ↓3.62%
SEMR
SEMrush Holdings Inc - Class A 33.7M 3.81% 3.4M -198.0K ↓5.58%
UPWK
Upwork Inc 29.3M 3.32% 2.6M -97.4K ↓3.62%

Quarterly report: Q4 2022

Total value: $687.9M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
SMAR
Smartsheet Inc - Class A 151.4M 22.01% 3.8M +231.4K ↑6.40%
WIX
Wix.com Ltd 123.2M 17.91% 1.6M -371.4K ↓18.81%
FB
Meta Platforms Inc - Class A 119.4M 17.35% 992.0K +196.2K ↑24.66%
ROKU
Roku Inc - Class A 68.3M 9.92% 1.7M +182.8K ↑12.23%
DIS
Walt Disney Co (The) 64.9M 9.42% 746.5K -32.0K ↓4.11%
PYPL
PayPal Holdings Inc 53.1M 7.72% 746.0K -32.0K ↓4.11%
GOOG
Alphabet Inc - Class C 50.7M 7.36% 570.9K -24.6K ↓4.13%
SEMR
SEMrush Holdings Inc - Class A 28.9M 4.19% 3.5M -35.6K ↓0.99%
UPWK
Upwork Inc 28.1M 4.08% 2.7M -116.0K ↓4.14%

Quarterly report: Q3 2022

Total value: $825.2B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
WIX
Wix.com Ltd 154.5B 18.72% 2.0M +96.8K ↑5.15%
SMAR
Smartsheet Inc - Class A 124.2B 15.05% 3.6M +177.1K ↑5.15%
FB
Meta Platforms Inc - Class A 108.0B 13.08% 795.8K +39.2K ↑5.18%
ROKU
Roku Inc - Class A 84.3B 10.21% 1.5M +73.3K ↑5.15%
POSH
Poshmark Inc - Class A 78.1B 9.46% 5.0M +244.2K ↑5.15%
DIS
Walt Disney Co (The) 73.4B 8.89% 778.5K +38.3K ↑5.18%
PYPL
PayPal Holdings Inc 67.0B 8.11% 777.9K +38.3K ↑5.18%
GOOG
Alphabet Inc - Class C 57.3B 6.93% 595.5K +567.2K ↑2003.09%
SEMR
SEMrush Holdings Inc - Class A 40.2B 4.86% 3.6M +136.4K ↑3.95%
UPWK
Upwork Inc 38.2B 4.62% 2.8M +137.5K ↑5.16%

Quarterly report: Q2 2022

Total value: $801.1M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
WIX
Wix.com Ltd 123.1M 15.36% 1.9M +312.1K ↑19.93%
FB
Meta Platforms Inc - Class A 122.0M 15.22% 756.6K +637 ↑0.08%
ROKU
Roku Inc - Class A 116.8M 14.57% 1.4M +744.4K ↑109.92%
SMAR
Smartsheet Inc - Class A 108.1M 13.48% 3.4M +428.9K ↑14.25%
DIS
Walt Disney Co (The) 69.9M 8.72% 740.2K +554 ↑0.07%
GOOG
Alphabet Inc - Class C 61.9M 7.73% 28.3K +4.7K ↑20.08%
UPWK
Upwork Inc 55.2M 6.88% 2.7M +1.1M ↑71.18%
PYPL
PayPal Holdings Inc 51.7M 6.44% 739.6K +620 ↑0.08%
POSH
Poshmark Inc - Class A 47.9M 5.98% 4.7M +547.4K ↑13.06%
SEMR
SEMrush Holdings Inc - Class A 44.6M 5.56% 3.4M +2.9K ↑0.08%

Quarterly report: Q1 2022

Total value: $1.0B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FB
Meta Platforms Inc - Class A 168.1M 16.18% 756.0K +178.0K ↑30.79%
SMAR
Smartsheet Inc - Class A 164.8M 15.87% 3.0M +203.7K ↑7.26%
WIX
Wix.com Ltd 163.6M 15.75% 1.6M +80.8K ↑5.44%
DIS
Walt Disney Co (The) 101.4M 9.76% 739.6K +54.3K ↑7.93%
PYPL
PayPal Holdings Inc 85.5M 8.22% 739.0K +167.8K ↑29.37%
ROKU
Roku Inc - Class A 84.8M 8.16% 677.2K +677.2K Newly Added
EBAY
EBay Inc. 74.0M 7.12% 1.3M +95.0K ↑7.93%
GOOG
Alphabet Inc - Class C 65.9M 6.34% 23.6K -1.4K ↓5.74%
POSH
Poshmark Inc - Class A 53.1M 5.11% 4.2M +886.8K ↑26.82%
SEMR
SEMrush Holdings Inc - Class A 41.1M 3.96% 3.4M +828.5K ↑31.66%
UPWK
Upwork Inc 36.2M 3.48% 1.6M +114.5K ↑7.93%

Quarterly report: Q4 2021

Total value: $1.2B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
WIX
Wix.com Ltd 234.3M 19.99% 1.5M +637.4K ↑75.17%
SMAR
Smartsheet Inc - Class A 217.3M 18.53% 2.8M +31.6K ↑1.14%
FB
Meta Platforms Inc - Class A 194.4M 16.58% 578.0K +2.5K ↑0.43%
PYPL
PayPal Holdings Inc 107.7M 9.19% 571.2K +2.5K ↑0.43%
DIS
Walt Disney Co (The) 106.1M 9.05% 685.3K -92.5K ↓11.89%
EBAY
EBay Inc. 79.6M 6.79% 1.2M -461.0K ↓27.80%
GOOG
Alphabet Inc - Class C 72.4M 6.17% 25.0K +109 ↑0.44%
POSH
Poshmark Inc - Class A 56.3M 4.8% 3.3M +3.3M Newly Added
SEMR
SEMrush Holdings Inc - Class A 54.6M 4.65% 2.6M +66.1K ↑2.59%
UPWK
Upwork Inc 49.3M 4.2% 1.4M -176.3K ↓10.89%

Quarterly report: Q3 2021

Total value: $1.1B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FB
Meta Platforms Inc - Class A 195.3M 17.04% 575.5K =
SMAR
Smartsheet Inc - Class A 190.9M 16.66% 2.8M =
WIX
Wix.com Ltd 166.2M 14.5% 847.8K =
PYPL
PayPal Holdings Inc 148.0M 12.91% 568.7K =
DIS
Walt Disney Co (The) 131.6M 11.48% 777.8K =
EBAY
EBay Inc. 115.5M 10.08% 1.7M =
UPWK
Upwork Inc 72.9M 6.36% 1.6M =
GOOG
Alphabet Inc - Class C 66.4M 5.79% 24.9K =
SEMR
SEMrush Holdings Inc - Class A 58.8M 5.13% 2.6M =