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  Name: Dorsey Asset Management LLC
  City: Chicago
  State: IL
  Zip: 60611
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $860,168,000
  Total Value Change : $82,215,000
  Securities Held Change : 1
   
All Securities Held : 10
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 1
  Unchanged Positions : 0
  Decreased Positions : 8

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Holdings Found : 10     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FB)1 Year Chart         FB Meta Platforms Inc 1 - $478.22 $139,471,000 287,226 16.21% 2,795,000 -98,907 0.012    Internet Service Prov...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 2 - $176.33 $128,857,000 846,297 14.98% 7,989,000 -11,350 0.014    Search Engines & Info...
   (WIX)1 Year Chart         WIX WIX.COM Ltd 3 - $170.00 $103,858,000 755,440 12.07% 9,676,000 -10,145 1.358    N/A
   (SMAR)1 Year Chart         SMAR Smartsheet Inc 4 - $39.68 $96,725,000 2,512,328 11.24% -25,026,000 -33,704 1.844    N/A
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 5 - $61.64 $81,223,000 1,212,462 9.44% 5,767,000 -16,258 0.104    N/A
   (DHR)1 Year Chart         DHR Danaher Corp 6 - $262.78 $77,504,000 310,364 9.01% 4,744,000 -4,152 0.044    General Building Mate...
   (HRI)1 Year Chart         HRI HERC Holdings Inc 7 - $147.70 $74,855,000 444,769 8.7% -2,105,000 -72,125 1.502    Rental & Leasing Serv...
   (AZO)1 Year Chart         AZO Autozone Inc 8 New $2,792.90 $73,377,000 23,282 8.53% 73,377,000 23,282 0.1    Auto Parts Stores
   (SEMR)1 Year Chart         SEMR Semrush Holdings, Inc. 9 - $0.00 $50,456,000 3,805,121 5.87% 12,754,000 1,045,082 3.178    N/A
   (UPWK)1 Year Chart         UPWK Upwork Inc 10 - $11.14 $33,842,000 2,760,387 3.93% -7,756,000 -37,059 2.295    N/A

      10 Records Found
  1    
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