Investor

Dorsey Asset Management, LLC

Portfolio Total Value

$1,061,258,000.00

Number of Stocks

12

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
WIX $124,168,000.0 12.8%
Added 4.49%
578,741 $214.55 $45.59
Reduced 78.75%
$117.58 $246.83
FB $121,930,000.0 12.57%
Reduced 10.5%
208,247 $585.51 $44.63
Reduced 92.38%
$0.0 $0.0
GOOG $121,732,000.0 12.55%
Added 41.54%
639,218 $190.44 $367.11
Added 92.77%
$131.55 $203.84
AZO $120,299,000.0 12.4%
Added 27.54%
37,570 $3,202.0 $3,105.48
Reduced 3.01%
$2,672.31 $3,416.71
PYPL $111,055,000.0 11.45%
Added 11.93%
1,301,183 $85.35 $42.49
Reduced 50.22%
$55.77 $93.66
APP $91,227,000.0 9.83%
No Change
698,796 $130.55 $479.49
Added 267.28%
$40.71 $417.64
DHR $90,624,000.0 9.34%
Added 32.71%
394,791 $229.55 $177.76
Reduced 22.56%
$225.42 $281.7
SMAR $81,116,000.0 8.36%
Reduced 3.05%
1,447,727 $56.03 $0.0
Reduced 100.0%
$0.0 $0.0
SPT $70,821,000.0 7.3%
Added 16.71%
2,306,149 $30.71 $6.87
Reduced 77.63%
$25.05 $68.41
HRI $51,668,000.0 5.33%
Reduced 35.95%
272,903 $189.33 $151.55
Reduced 19.95%
$124.7 $246.88
UPWK $49,788,000.0 5.13%
Added 15.03%
3,045,142 $16.35 $8.07
Reduced 50.64%
$8.43 $18.14
SEMR $26,830,000.0 2.77%
Added 6.84%
2,258,481 $11.88 $12.0
Added 1.01%
$9.64 $16.9