Dorsey Asset Management, Llc (Pat Dorsey)
Basic Stats
Market Value
860.17M
Top 10 (%)
100.00%
Portfolio Size
10 (1)
Avg. Holding Period
15 years
Turnover
0.10%
Industry Breakdown
Services-computer Programming, Data Processing, Etc.
43.27%
Services-prepackaged Software
17.11%
Services-business Services, Nec
9.44%
Industrial Instruments For Measurement, Display, And Control
9.01%
Services-miscellaneous Equipment Rental & Leasing
8.70%
Retail-auto & Home Supply Stores
8.53%
Services-computer Processing & Data Preparation
3.93%
Company | Ticker | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Meta Platforms Inc | META | 139.47M | 16.21% | 287.23K | -25.61% | -98.91K | $491.35 | 0.01% |
 Alphabet Inc | GOOG | 128.86M | 14.98% | 846.30K | -1.32% | -11.35K | $156.50 | 0.01% |
 Wix Com Ltd | WIX | 103.86M | 12.07% | 755.44K | -1.33% | -10.14K | $137.41 | 1.32% |
 Smartsheet Inc | SMAR | 96.72M | 11.24% | 2.51M | -1.32% | -33.70K | $38.40 | 1.84% |
 Paypal Hldgs Inc | PYPL | 81.22M | 9.44% | 1.21M | -1.32% | -16.26K | $65.03 | 0.11% |
 Danaher Corporation | DHR | 77.50M | 9.01% | 310.36K | -1.32% | -4.15K | $247.79 | 0.04% |
 Herc Hldgs Inc | HRI | 74.85M | 8.70% | 444.77K | -13.95% | -72.13K | $166.47 | 1.56% |
 Autozone Inc | AZO | 73.38M | 8.53% | 23.28K | New Buy | 23.28K | $3,168.60 | 0.13% |
 Semrush Hldgs Inc | SEMR | 50.46M | 5.87% | 3.81M | 37.86% | 1.05M | $13.53 | 2.67% |
 Upwork Inc | UPWK | 33.84M | 3.93% | 2.76M | -1.32% | -37.06K | $12.21 | 2.02% |
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