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Dorsey Asset Management, LLC
14%held throughout
Sorted by portfolio weight, high to low
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 14.4% | Reduced2.9% | 232,669 | $572.44 | $133.2M |
| AZOAUTOZONE INCConsumer Discretionary | 10.0%-0.7% | Reduced2.9% | 29,458 | $3150.04 | $92.8M |
| Ticker unavailableWIX COM LTDUnclassified | 10.0%-0.8% | Reduced3.0% | 553,894 | $167.17 | $92.6M |
| APPNEWAPPLOVIN CORP-CLASS ACommunication Services | 9.8%+9.8% | New | 698,796 | $130.55 | $91.2M |
| PYPLPAYPAL HOLDINGS INCFinancials | 9.8%+1.5% | Reduced2.9% | 1,162,523 | $78.03 | $90.7M |
| DHRDANAHER CORPIndustrials | 8.9%-0.2% | Reduced2.9% | 297,492 | $278.02 | $82.7M |
| SMARGBPSMARTSHEET INC-CLASS AUnclassified | 8.9%-4.1% | Reduced39.8% | 1,493,286 | $55.36 | $82.7M |
| GOOGALPHABET INC-CL CCommunication Services | 8.1%-2.0% | Reduced2.9% | 451,618 | $167.19 | $75.5M |
| HRIHERC HOLDINGS INCConsumer Discretionary | 7.3%+0.3% | Reduced3.0% | 426,060 | $159.43 | $67.9M |
| SPTSPROUT SOCIAL INC - CLASS AInformation Technology | 6.2%-1.1% | Increased14.5% | 1,975,994 | $29.07 | $57.4M |
| SEMREURSEMRUSH HOLDINGS INC-AUnclassified | 3.6%-2.1% | Reduced40.6% | 2,113,947 | $15.71 | $33.2M |
| UPWKUPWORK INCInformation Technology | 3.0%-0.5% | Reduced2.9% | 2,647,145 | $10.45 | $27.7M |