DA
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Dorsey Asset Management, LLC13F | |
| Dorsey Asset Management, LLC | |
| Last update 2025-05-15 | 11 Stocks (3 new) |
| Value $944.00 Mil | Turnover 34 % |
Dorsey Asset Management, LLC Top Holdings of 2025-03-31
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| 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
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| 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)
Dorsey Asset Management, LLC's Asset Allocation
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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