Dorsey Asset Management, Llc (Pat Dorsey)
Basic Stats
Market Value
970.04M
Top 10 (%)
97.2%
Portfolio Size (Change from Prev.)
11 (-1)
Avg. Holding Period
15 years
Turnover
0.1%
Industry Breakdown
Services-computer Programming, Data Processing, Etc.
50.5%
Services-prepackaged Software
18.4%
Retail-auto & Home Supply Stores
12.4%
Services-business Services, Nec
11.4%
Industrial Instruments For Measurement, Display, And Control
9.3%
Services-miscellaneous Equipment Rental & Leasing
5.3%
Services-computer Processing & Data Preparation
5.1%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 WIX | Wix Com Ltd | 124.17M | 12.8% | 578.7K | 4.5% | 24.8K | 215.00 | 1.1% |
 META | Meta Platforms Inc | 121.93M | 12.6% | 208.2K | -10.5% | -24.4K | 586.00 | 0.0% |
 GOOG | Alphabet Inc | 121.73M | 12.5% | 639.2K | 41.5% | 187.6K | 190.00 | 0.0% |
 AZO | Autozone Inc | 120.30M | 12.4% | 37.6K | 27.5% | 8.1K | 3.20K | 0.2% |
 PYPL | Paypal Hldgs Inc | 111.06M | 11.4% | 1.3M | 11.9% | 138.7K | 85.00 | 0.1% |
 DHR | Danaher Corporation | 90.62M | 9.3% | 394.8K | 32.7% | 97.3K | 230.00 | 0.1% |
 SMAR | Smartsheet Inc | 81.12M | 8.4% | 1.4M | -3.1% | -45.6K | 56.00 | 1.0% |
 SPT | Sprout Social Inc | 70.82M | 7.3% | 2.3M | 16.7% | 330.2K | 31.00 | 4.0% |
 HRI | Herc Hldgs Inc | 51.67M | 5.3% | 272.9K | -35.9% | -153.2K | 189.00 | 1.0% |
 UPWK | Upwork Inc | 49.79M | 5.1% | 3.0M | 15.0% | 398.0K | 16.00 | 2.3% |
 SEMR | Semrush Hldgs Inc | 26.83M | 2.8% | 2.3M | 6.8% | 144.5K | 12.00 | 1.6% |
 APP | Applovin Corp | — | — | — | Sold Out | -698.8K | 131.00 | — |