DA

Dorsey Asset Management, LLC

13F
Dorsey Asset Management, LLC
Last update 2025-05-15 11 Stocks (3 new)
Value $944.00 Mil Turnover 34 %
Countries:
Dorsey Asset Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AZO
AutoZone Inc
37,543
143,143.2
-0.07%
15.170
-0.01%
0.220
+3.26%
+17.78%
63,087.2
Vehicles & Parts
META
Meta Platforms Inc
247,057
142,393.8
+18.64%
15.090
+2.37%
0.010
+37.26%
+22.08%
1,794,173.6
Interactive Media
DHR
Danaher Corp
691,304
141,717.3
+75.11%
15.020
+6.44%
0.100
+0.97%
-13.52%
141,699.4
Medical Diagnostics & Research
AER
AerCap Holdings NV
1,138,542
116,324.8
New Holding
12.330
+12.33%
0.630
+13.27%
+18.69%
20,484.0
Business Services
GOOG
Alphabet Inc
638,751
99,792.1
-0.07%
10.580
-0.01%
0.010
+21.57%
+0.80%
2,315,381.3
Interactive Media
BKNG
Booking Holdings Inc
15,969
73,567.8
New Holding
7.800
+7.80%
0.050
+21.46%
+15.89%
186,661.8
Travel & Leisure
PYPL
PayPal Holdings Inc
858,231
55,999.6
-34.04%
5.930
-3.90%
0.090
+22.73%
-10.18%
74,554.4
Credit Services
WIX
Wix.com Ltd
319,382
52,180.6
-44.81%
5.530
-5.74%
0.570
-2.70%
-27.96%
8,604.6
Software
SPT
Sprout Social Inc
2,304,414
50,674.1
-0.08%
5.370
-0.01%
3.960
-1.23%
-37.19%
1,122.2
Software
ASML
ASML Holding NV
70,571
46,762.5
New Holding
4.960
+4.96%
0.020
+9.30%
+3.98%
281,896.9
Semiconductors

Dorsey Asset Management, LLC's Historical Top Holdings Breakdowns

Dorsey Asset Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AER
AerCap Holdings NV
2025-03-31
New Buy
New Buy
+12.33%
94.11 ($98.97) 105.78
$113.00
14.18%
New holding
1,138,542
1,138,542
SMAR Unlock Delisted
Smartsheet Inc
2025-03-31
Sold Out
Sold Out
-8.36%
56.06 ($56.28) 56.47
$56.47
0.34%
Sold Out
0
-1,447,727
BKNG
Booking Holdings Inc
2025-03-31
New Buy
New Buy
+7.80%
4295.4 ($4781.72) 5141.88
$5,736.32
19.96%
New holding
15,969
15,969
DHR
Danaher Corp
2025-03-31
Add
Add
+6.44%
201.62 ($218.33) 250.59
$197.89
-9.36%
Add 75.11%
691,304
296,513
WIX
Wix.com Ltd
2025-03-31
Reduce
Reduce
-5.74%
163.38 ($207.73) 246.76
$154.57
-25.59%
Reduce -44.81%
319,382
-259,359
HRI
Herc Holdings Inc
2025-03-31
Sold Out
Sold Out
-5.33%
122.25 ($170.37) 211.06
$140.25
-17.68%
Sold Out
0
-272,903
UPWK
Upwork Inc
2025-03-31
Sold Out
Sold Out
-5.13%
12.34 ($15.23) 17.44
$13.78
-9.52%
Sold Out
0
-3,045,142
ASML
ASML Holding NV
2025-03-31
New Buy
New Buy
+4.96%
662.63 ($727.48) 776.99
$716.93
-1.45%
New holding
70,571
70,571
PYPL
PayPal Holdings Inc
2025-03-31
Reduce
Reduce
-3.90%
65.15 ($77.89) 91.81
$76.66
-1.58%
Reduce -34.04%
858,231
-442,952
META
Meta Platforms Inc
2025-03-31
Add
Add
+2.37%
576.36 ($645.17) 736.67
$713.58
10.60%
Add 18.64%
247,057
38,810

Dorsey Asset Management, LLC Total Holding History ($B)

To

Dorsey Asset Management, LLC's Asset Allocation

To

Dorsey Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Dorsey Asset Management, LLC's Hypothetical Growth since 2025-03-31

Dorsey Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Dorsey Asset Management, LLC's Holdings Heat Map

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Dorsey Asset Management, LLC's Holdings Bubble Chart

Dorsey Asset Management, LLC News

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