Dorsey Asset Management, Llc (Pat Dorsey)
Basic Stats
Market Value
927.64M
Top 10 (%)
93.4%
Portfolio Size (Change from Prev.)
12 (1)
Avg. Holding Period
14 years
Turnover
0.1%
Industry Breakdown
Services-computer Programming, Data Processing, Etc.
50.5%
Services-prepackaged Software
18.7%
Retail-auto & Home Supply Stores
10.0%
Services-business Services, Nec
9.8%
Industrial Instruments For Measurement, Display, And Control
8.9%
Services-miscellaneous Equipment Rental & Leasing
7.3%
Services-computer Processing & Data Preparation
3.0%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 META | Meta Platforms Inc | 133.19M | 14.4% | 232.7K | -2.9% | -7.1K | 572.00 | 0.0% |
 AZO | Autozone Inc | 92.79M | 10.0% | 29.5K | -2.9% | -893.0 | 3.15K | 0.2% |
 WIX | Wix Com Ltd | 92.59M | 10.0% | 553.9K | -3.0% | -17.0K | 167.00 | 1.0% |
 APP | Applovin Corp | 91.23M | 9.8% | 698.8K | New Buy | 698.8K | 131.00 | 0.2% |
 PYPL | Paypal Hldgs Inc | 90.71M | 9.8% | 1.2M | -2.9% | -34.5K | 78.00 | 0.1% |
 DHR | Danaher Corporation | 82.71M | 8.9% | 297.5K | -2.9% | -8.9K | 278.00 | 0.0% |
 SMAR | Smartsheet Inc | 82.67M | 8.9% | 1.5M | -39.8% | -987.1K | 55.00 | 1.1% |
 GOOG | Alphabet Inc | 75.51M | 8.1% | 451.6K | -2.9% | -13.7K | 167.00 | 0.0% |
 HRI | Herc Hldgs Inc | 67.93M | 7.3% | 426.1K | -3.0% | -13.1K | 159.00 | 1.5% |
 SPT | Sprout Social Inc | 57.44M | 6.2% | 2.0M | 14.5% | 250.0K | 29.00 | 3.5% |
 SEMR | Semrush Hldgs Inc | 33.21M | 3.6% | 2.1M | -40.6% | -1.4M | 16.00 | 1.5% |
 UPWK | Upwork Inc | 27.66M | 3.0% | 2.6M | -2.9% | -78.1K | 10.00 | 2.0% |