Dorsey Asset Management, Llc (Pat Dorsey)
Basic Stats
Market Value
943.61M
Top 10 (%)
97.8%
Portfolio Size (Change from Prev.)
11 (0)
Avg. Holding Period
14 years
Turnover
0.5%
Industry Breakdown
Services-computer Programming, Data Processing, Etc.
41.8%
Retail-auto & Home Supply Stores
15.2%
Industrial Instruments For Measurement, Display, And Control
15.0%
Services-equipment Rental & Leasing, Nec
12.3%
Transportation Services
7.8%
Services-prepackaged Software
7.6%
Services-business Services, Nec
5.9%
Special Industry Machinery, Nec
5.0%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 AZO | Autozone Inc | 143.14M | 15.2% | 37.5K | -0.1% | -27.0 | 3.81K | 0.2% |
 META | Meta Platforms Inc | 142.39M | 15.1% | 247.1K | 18.6% | 38.8K | 576.00 | 0.0% |
 DHR | Danaher Corporation | 141.72M | 15.0% | 691.3K | 75.1% | 296.5K | 205.00 | 0.1% |
 AER | Aercap Holdings Nv | 116.32M | 12.3% | 1.1M | New Buy | 1.1M | 102.00 | 0.6% |
 GOOG | Alphabet Inc | 99.79M | 10.6% | 638.8K | -0.1% | -467.0 | 156.00 | 0.0% |
 BKNG | Booking Holdings Inc | 73.57M | 7.8% | 16.0K | New Buy | 16.0K | 4.61K | 0.0% |
 PYPL | Paypal Hldgs Inc | 56.00M | 5.9% | 858.2K | -34.0% | -443.0K | 65.00 | 0.1% |
 WIX | Wix Com Ltd | 52.18M | 5.5% | 319.4K | -44.8% | -259.4K | 163.00 | 0.6% |
 SPT | Sprout Social Inc | 50.67M | 5.4% | 2.3M | -0.1% | -1.7K | 22.00 | 4.0% |
 ASML | Asml Holding N V | 46.76M | 5.0% | 70.6K | New Buy | 70.6K | 663.00 | 0.0% |
 SEMR | Semrush Hldgs Inc | 21.06M | 2.2% | 2.3M | -0.1% | -1.7K | 9.00 | 1.5% |
 HRI | Herc Hldgs Inc | — | — | — | Sold Out | -272.9K | 131.00 | — |
 SMAR | Smartsheet Inc | — | — | — | Sold Out | -1.4M | 56.00 | — |
 UPWK | Upwork Inc | — | — | — | Sold Out | -3.0M | 16.00 | — |