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Dorsey Asset Management, LLC
CIK 1671657 · 2024-Q4 · 1 filing(s)
Total Portfolio Value
$970.0B
Positions
11
Latest Filing
2024-Q4
Due Diligence Score
Institutional quality assessment based on 13F data
F
21 / 100
Filing Longevity1/30
1 quarters of history
Portfolio Breadth0/25
11 positions
Equity Purity20/20
0 options positions (0.0%)
Concentration Balance0/25
Top-5 = 61.8% of portfolio
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Portfolio Profile
Relative positioning across key dimensions (0–100)
Top Holdings by Value
Top 11 positions by value
| # | Issuer | Class | CUSIP | Value | Shares | % Portfolio | Type |
|---|---|---|---|---|---|---|---|
| 1 | NEWWIX COM LTD | SHS | M98068105 | $124.2B | 578,741 | 12.80% | EQ |
| 2 | NEWMETA PLATFORMS INC | CL A | 30303M102 | $121.9B | 208,247 | 12.57% | EQ |
| 3 | NEWALPHABET INC | CAP STK CL C | 02079K107 | $121.7B | 639,218 | 12.55% | EQ |
| 4 | NEWAUTOZONE INC | COM | 053332102 | $120.3B | 37,570 | 12.40% | EQ |
| 5 | NEWPAYPAL HLDGS INC | COM | 70450Y103 | $111.1B | 1,301,183 | 11.45% | EQ |
| 6 | NEWDANAHER CORPORATION | COM | 235851102 | $90.6B | 394,791 | 9.34% | EQ |
| 7 | NEWSMARTSHEET INC | COM CL A | 83200N103 | $81.1B | 1,447,727 | 8.36% | EQ |
| 8 | NEWSPROUT SOCIAL INC | COM CL A | 85209W109 | $70.8B | 2,306,149 | 7.30% | EQ |
| 9 | NEWHERC HLDGS INC | COM | 42704L104 | $51.7B | 272,903 | 5.33% | EQ |
| 10 | NEWUPWORK INC | COM | 91688F104 | $49.8B | 3,045,142 | 5.13% | EQ |
| 11 | NEWSEMRUSH HLDGS INC | CL A COM | 81686C104 | $26.8B | 2,258,481 | 2.77% | EQ |