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Dorsey Asset Management, LLC
15%held throughout
3 new positions and 3 sold; the largest portfolio-weight shift was AERCAP HOLDINGS NV entering at 12.3%.
Sorted by portfolio weight, high to low
| AZOAUTOZONE INCConsumer Discretionary | 15.2%+2.8% | Reduced0.1% | 37,543 | $3812.78 | $143.1M |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 15.1%+2.5% | Increased18.6% | 247,057 | $576.36 | $142.4M |
| DHRDANAHER CORPIndustrials | 15.0%+5.7% | Increased75.1% | 691,304 | $205.00 | $141.7M |
| Ticker unavailableNEWAERCAP HOLDINGS NVUnclassified | 12.3%+12.3% | New | 1,138,542 | $102.17 | $116.3M |
| GOOGALPHABET INC-CL CCommunication Services | 10.6%-2.0% | Reduced0.1% | 638,751 | $156.23 | $99.8M |
| BKNGNEWBOOKING HOLDINGS INCIndustrials | 7.8%+7.8% | New | 15,969 | $4606.91 | $73.6M |
| PYPLPAYPAL HOLDINGS INCFinancials | 5.9%-5.5% | Reduced34.0% | 858,231 | $65.25 | $56.0M |
| Ticker unavailableWIX COM LTDUnclassified | 5.5%-7.3% | Reduced44.8% | 319,382 | $163.38 | $52.2M |
| SPTSPROUT SOCIAL INC - CLASS AInformation Technology | 5.4%-1.9% | Reduced0.1% | 2,304,414 | $21.99 | $50.7M |
| Ticker unavailableNEWASML HOLDING N VUnclassified | 5.0%+5.0% | New | 70,571 | $662.63 | $46.8M |
| SEMREURSEMRUSH HOLDINGS INC-AUnclassified | 2.2%-0.5% | Reduced0.1% | 2,256,733 | $9.33 | $21.1M |