Dorsey Asset Management
SuperinvestorDorsey Asset Management, LLC
- SEC CIK
- 0001671657
- Manager
- Pat Dorsey
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 11
- +1 vs. Q1 2024
- Portfolio value
- $839.4M
- −$20.8M (−2.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 239,724 | $120.9M | 14.4% | −47,502−16.5% | Reduced | History |
| SMARSmartsheet Inc | COM CL A | 2,480,389 | $109.3M | 13.0% | −31,939−1.3% | Reduced | History |
| WIXWix.com Ltd. | SHS | 570,859 | $90.8M | 10.8% | −184,581−24.4% | Reduced | History |
| AZOAutoZone Inc | COM | 30,351 | $90.0M | 10.7% | +7,069+30.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 465,268 | $85.3M | 10.2% | −381,029−45.0% | Reduced | History |
| DHRDanaher Corp | Stock | 306,420 | $76.6M | 9.1% | −3,944−1.3% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,197,048 | $69.5M | 8.3% | −15,414−1.3% | Reduced | History |
| SPTSprout Social, Inc. | COM CL A | 1,725,977 | $61.6M | 7.3% | +1,725,977 | New | History |
| HRIHerc Holdings Inc | COM | 439,118 | $58.5M | 7.0% | −5,651−1.3% | Reduced | History |
| SEMRSEMrush Holdings, Inc. | CL A COM | 3,558,820 | $47.7M | 5.7% | −246,301−6.5% | Reduced | History |
| UPWKUpwork, Inc | COM | 2,725,293 | $29.3M | 3.5% | −35,094−1.3% | Reduced | History |