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Dorsey Asset Management, LLC
13%held throughout
No new positions and 1 sold; the largest portfolio-weight shift was GOOG gaining 4.4% of portfolio weight.
Sorted by portfolio weight, high to low
| Ticker unavailableWIX COM LTDUnclassified | 12.8%+2.8% | Increased4.5% | 578,741 | $214.55 | $124.2M |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 12.6%-1.8% | Reduced10.5% | 208,247 | $585.51 | $121.9M |
| GOOGALPHABET INC-CL CCommunication Services | 12.5%+4.4% | Increased41.5% | 639,218 | $190.44 | $121.7M |
| AZOAUTOZONE INCConsumer Discretionary | 12.4%+2.4% | Increased27.5% | 37,570 | $3202.00 | $120.3M |
| PYPLPAYPAL HOLDINGS INCFinancials | 11.4%+1.7% | Increased11.9% | 1,301,183 | $85.35 | $111.1M |
| DHRDANAHER CORPIndustrials | 9.3%+0.4% | Increased32.7% | 394,791 | $229.55 | $90.6M |
| SMARGBPSMARTSHEET INC-CLASS AUnclassified | 8.4%-0.5% | Reduced3.1% | 1,447,727 | $56.03 | $81.1M |
| SPTSPROUT SOCIAL INC - CLASS AInformation Technology | 7.3%+1.1% | Increased16.7% | 2,306,149 | $30.71 | $70.8M |
| HRIHERC HOLDINGS INCConsumer Discretionary | 5.3%-2.0% | Reduced35.9% | 272,903 | $189.33 | $51.7M |
| UPWKUPWORK INCInformation Technology | 5.1%+2.2% | Increased15.0% | 3,045,142 | $16.35 | $49.8M |
| SEMREURSEMRUSH HOLDINGS INC-AUnclassified | 2.8%-0.8% | Increased6.8% | 2,258,481 | $11.88 | $26.8M |