Dorsey Asset Management, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Dorsey Asset Management, LLC disclosed 11 US equity positions worth $970.0m in its Q4 2024 13F filing. The largest position was WIX at 12.8% of the reported book, followed by META and GOOG. Against the Q3 2024 filing, it opened 0 new positions, added to 8 and reduced 3 among the top 11 holdings.
What did Dorsey Asset Management, LLC own in Q4 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | WIX WIX COM LTD | Technology | 12.8% | $124.2m | 578,741 | 4% | added |
| 2 | META META PLATFORMS INC | Communication Services | 12.6% | $121.9m | 208,247 | -10% | reduced |
| 3 | GOOG ALPHABET INC | Communication Services | 12.5% | $121.7m | 639,218 | 42% | added |
| 4 | AZO AUTOZONE INC | Consumer Cyclical | 12.4% | $120.3m | 37,570 | 28% | added |
| 5 | PYPL PAYPAL HLDGS INC | Financial Services | 11.4% | $111.1m | 1,301,183 | 12% | added |
| 6 | DHR DANAHER CORPORATION | Healthcare | 9.3% | $90.6m | 394,791 | 33% | added |
| 7 | SMARGBP SMARTSHEET INC | 8.4% | $81.1m | 1,447,727 | -3% | reduced | |
| 8 | SPT SPROUT SOCIAL INC | Technology | 7.3% | $70.8m | 2,306,149 | 17% | added |
| 9 | HRI HERC HLDGS INC | Industrials | 5.3% | $51.7m | 272,903 | -36% | reduced |
| 10 | UPWK UPWORK INC | Communication Services | 5.1% | $49.8m | 3,045,142 | 15% | added |
| 11 | SEMREUR SEMRUSH HLDGS INC | 2.8% | $26.8m | 2,258,481 | 7% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.