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Size ($ in 1000's)
At 12/31/2023: $777,953 At 09/30/2023: $765,872
Dorsey Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Dorsey Asset Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Dorsey Asset Management LLC top holdings by largest position size, as per the latest 13f filing made by Dorsey Asset Management LLC.
In the Dorsey Asset Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Dorsey Asset Management LLC in that top holding, then the share count change between reporting periods, and finally the Dorsey Asset Management LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
META PLATFORMS INC |
386,133 |
-83,051 |
$136,676 | META | 386,133 | -83,051 | $136,676 | SMARTSHEET INC |
2,546,032 |
-148,264 |
$121,751 | SMAR | 2,546,032 | -148,264 | $121,751 | ALPHABET INC |
857,647 |
-49,963 |
$120,868 | GOOG | 857,647 | -49,963 | $120,868 | WIX COM LTD |
765,585 |
-464,042 |
$94,182 | WIX | 765,585 | -464,042 | $94,182 | HERC HLDGS INC |
516,894 |
+83,755 |
$76,960 | HRI | 516,894 | +83,755 | $76,960 | PAYPAL HLDGS INC |
1,228,720 |
-71,583 |
$75,456 | PYPL | 1,228,720 | -71,583 | $75,456 | DANAHER CORPORATION |
314,516 |
+314,516 |
$72,760 | DHR | 314,516 | +314,516 | $72,760 | UPWORK INC |
2,797,446 |
-1,676,840 |
$41,598 | UPWK | 2,797,446 | -1,676,840 | $41,598 |
See Full List: All Stocks Held By Dorsey Asset Management LLC
— Including: Biggest new positions Biggest exits Biggest increased positions
See Details: Top 10 Stocks Held By Dorsey Asset Management LLC
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