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CIK: 0001671657
Total reported value
$1.6B
$1.6B
11 檔
31.8%
During the Q2 2024 filing period, Dorsey Asset Management, LLC (CIK: 0001671657) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 11 reported positions.
During Q2 2024, Dorsey Asset Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 14.40% | -0.16% | -16.54% | |
| 2 | SMARGBP | Smartsheet Inc-class A | Stock-Other | 13.03% | — | -1.27% | |
| 3 | WIX | Wix.com Ltd. | Stock-Tech | 10.82% | — | -24.43% | |
| 4 | AZO | Autozone Inc | Stock-Consumer Disc | 10.72% | — | +30.36% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 10.17% | — | -45.02% | |
| 6 | DHR | Danaher CORP | Stock-Healthcare | 9.12% | -1.12% | -1.27% | |
| 7 | PYPL | Paypal Holdings Inc | Stock-Financials | 8.28% | — | -1.27% | |
| 8 | SPT | Sprout Social Inc - Class A | Stock-Other | 7.34% | — | — | |
| 9 | HRI | Herc Holdings Inc | Stock-Other | 6.97% | — | -1.27% | |
| 10 | 628 | Semrush Holdings Inc-a | Stock-Other | 5.68% | — | -6.47% | |
| 11 | UPWK | Upwork Inc | Stock-Other | 3.49% | — | -1.27% |
According to official SEC Form 13F filings, Dorsey Asset Management, LLC reported a total U.S. public equity portfolio value of $1.6B across 11 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including META, SMARGBP, WIX) accounted for 31.8% of total reported equity market value during Q2 2024.
During Q2 2024, Dorsey Asset Management, LLC's top holdings by market value included META (14.4%)、SMARGBP (13.0%)、WIX (10.8%). The largest single position, META, represented 14.4% of total portfolio value.
In Q2 2024, Dorsey Asset Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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