Dorsey Asset Management, Llc (Pat Dorsey)
Basic Stats
Market Value
927.64M
Top 10 (%)
93.44%
Portfolio Size (Change from Prev.)
12 (1)
Avg. Holding Period
14 years
Turnover
0.08%
Industry Breakdown
Services-computer Programming, Data Processing, Etc.
50.45%
Services-prepackaged Software
18.68%
Retail-auto & Home Supply Stores
10.00%
Services-business Services, Nec
9.78%
Industrial Instruments For Measurement, Display, And Control
8.92%
Services-miscellaneous Equipment Rental & Leasing
7.32%
Services-computer Processing & Data Preparation
2.98%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 META | Meta Platforms Inc | 133.19M | 14.36% | 232.67K | -2.94% | -7.05K | $572.44 | 0.01% |
 AZO | Autozone Inc | 92.79M | 10.00% | 29.46K | -2.94% | -893.00 | $3,150.04 | 0.17% |
 WIX | Wix Com Ltd | 92.59M | 9.98% | 553.89K | -2.97% | -16.96K | $167.17 | 1.00% |
 APP | Applovin Corp | 91.23M | 9.83% | 698.80K | New Buy | 698.80K | $130.55 | 0.21% |
 PYPL | Paypal Hldgs Inc | 90.71M | 9.78% | 1.16M | -2.88% | -34.52K | $78.03 | 0.11% |
 DHR | Danaher Corporation | 82.71M | 8.92% | 297.49K | -2.91% | -8.93K | $278.02 | 0.04% |
 SMAR | Smartsheet Inc | 82.67M | 8.91% | 1.49M | -39.80% | -987.10K | $55.36 | 1.08% |
 GOOG | Alphabet Inc | 75.51M | 8.14% | 451.62K | -2.93% | -13.65K | $167.19 | 0.00% |
 HRI | Herc Hldgs Inc | 67.93M | 7.32% | 426.06K | -2.97% | -13.06K | $159.43 | 1.50% |
 SPT | Sprout Social Inc | 57.44M | 6.19% | 1.98M | 14.49% | 250.02K | $29.07 | 3.46% |
 SEMR | Semrush Hldgs Inc | 33.21M | 3.58% | 2.11M | -40.60% | -1.44M | $15.71 | 1.45% |
 UPWK | Upwork Inc | 27.66M | 2.98% | 2.65M | -2.87% | -78.15K | $10.45 | 2.00% |