DA

Dorsey Asset Management, LLC

13F
Dorsey Asset Management, LLC
Last update 2025-02-16 11 Stocks (0 new)
Value $970.00 Mil Turnover 12 %
Countries:
Top Holdings: WIX(12.80%)META(12.57%)GOOG(12.55%)AZO(12.40%)PYPL(11.45%)
Summary Stock Picks Current Portfolio
Dorsey Asset Management, LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WIX 		Wix.com Ltd
578,741
124,168.9
+4.49%
12.800
+0.55%
1.070
-29.80%
-20.77%
9,462.5
Software
META 		Meta Platforms Inc
208,247
121,930.7
-10.50%
12.570
-1.51%
0.010
-17.97%
-5.22%
1,399,655.8
Interactive Media
GOOG 		Alphabet Inc
639,218
121,732.7
+41.54%
12.550
+3.68%
0.010
-17.72%
-14.81%
1,953,873.9
Interactive Media
AZO 		AutoZone Inc
37,570
120,299.1
+27.54%
12.400
+2.68%
0.220
+11.80%
+15.71%
61,978.8
Vehicles & Parts
PYPL 		PayPal Holdings Inc
1,301,183
111,056.0
+11.93%
11.450
+1.22%
0.130
-25.28%
-22.30%
64,820.8
Credit Services
DHR 		Danaher Corp
394,791
90,624.3
+32.71%
9.340
+2.30%
0.050
-10.95%
-13.21%
142,368.2
Medical Diagnostics & Research
SMAR 		Smartsheet Inc
1,447,727
81,116.1
-3.05%
8.360
-0.27%
1.030
+0.98%
+0.79%
7,905.9
Software
SPT 		Sprout Social Inc
2,306,149
70,821.8
+16.71%
7.300
+1.05%
4.020
-36.43%
-30.38%
1,243.8
Software
HRI 		Herc Holdings Inc
272,903
51,668.7
-35.95%
5.330
-2.63%
0.960
-47.00%
-42.97%
3,066.3
Business Services
UPWK 		Upwork Inc
3,045,142
49,788.1
+15.03%
5.130
+0.67%
2.250
-21.30%
-18.41%
1,774.9
Interactive Media

Dorsey Asset Management, LLC's Historical Top Holdings Breakdowns

Dorsey Asset Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
APP 		AppLovin Corp2024-12-31Sold Out
-9.83%
●
131.36 ($254.91) 401.5
$288.88
13.33%
Sold Out
0
-698,796
GOOG 		Alphabet Inc2024-12-31Add
+3.68%
●
163.06 ($176.63) 198.16
$162.06
-8.25%
Add 41.54%
639,218
187,600
AZO 		AutoZone Inc2024-12-31Add
+2.68%
●
2981.19 ($3166.16) 3370.27
$3,704.95
17.02%
Add 27.54%
37,570
8,112
HRI 		Herc Holdings Inc2024-12-31Reduce
-2.63%
●
155.05 ($202.38) 239.28
$107.60
-46.83%
Reduce -35.95%
272,903
-153,157
DHR 		Danaher Corp2024-12-31Add
+2.30%
●
226.16 ($245.3) 274.38
$198.93
-18.90%
Add 32.71%
394,791
97,299
META 		Meta Platforms Inc2024-12-31Reduce
-1.51%
●
554.08 ($587.14) 632.68
$554.44
-5.57%
Reduce -10.5%
208,247
-24,422
PYPL 		PayPal Holdings Inc2024-12-31Add
+1.22%
●
77.25 ($84.18) 91.3
$66.32
-21.22%
Add 11.93%
1,301,183
138,660
SPT 		Sprout Social Inc2024-12-31Add
+1.05%
●
26.49 ($30.08) 36.24
$21.38
-28.92%
Add 16.71%
2,306,149
330,155
UPWK 		Upwork Inc2024-12-31Add
+0.67%
●
10.05 ($14.47) 17.49
$13.34
-7.81%
Add 15.03%
3,045,142
397,997
WIX 		Wix.com Ltd2024-12-31Add
+0.55%
●
156.75 ($191.64) 229.35
$169.98
-11.30%
Add 4.49%
578,741
24,847

Dorsey Asset Management, LLC Total Holding History ($B)

To

Dorsey Asset Management, LLC's Asset Allocation

To

Dorsey Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Dorsey Asset Management, LLC's Hypothetical Growth since 2024-12-31

Dorsey Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Dorsey Asset Management, LLC's Holdings Heat Map

Size field:

Dorsey Asset Management, LLC's Holdings Bubble Chart

Dorsey Asset Management, LLC News

  • 1

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