← All Tracked Holdings
Dorsey Asset Management, LLC
Current Holdings
| Company ▲ ▼ | Asset / Class ▲ ▼ | Holding history | Current Weight ▲ ▼ | Previous Weight ▲ ▼ | Δ % ▲ ▼ |
|---|---|---|---|---|---|
| ASML HLDG NV | Common | 16.6101% | 14.7553% | +1.85% | |
| APPLOVIN CORP | Common | 14.4964% | 10.0447% | +4.45% | |
| ROYALTY PHARMA PLC | Common | 8.8214% | 8.6958% | +0.13% | |
| BOOKING HOLDINGS INC | Common | 8.4645% | 5.5129% | +2.95% | |
| S&P GLOBAL INC | Common | 8.2530% | 7.5419% | +0.71% | |
| UBER TECHNOLOGIES INC | Common | 8.1428% | 6.2446% | +1.90% | |
| LIVE NATION ENTERTAINMENT IN | Common | 7.6891% | 7.3787% | +0.31% | |
| DANAHER CORP DEL | Common | 7.6393% | 8.7600% | -1.12% | |
| META PLATFORMS INC | Common | 7.2116% | 7.3658% | -0.15% | |
| AERCAP HOLDINGS NV | Common | 7.1594% | 12.2721% | -5.11% | |
| SUNBELT RENTALS HOLDINGS INC | Common | 5.5126% | 11.4283% | -5.92% |
Historical Holdings
| Company ▲ ▼ | Asset / Class ▲ ▼ | Holding history | Held until ▲ ▼ |
|---|---|---|---|
| ALPHABET INC | Common | Q4 2025 | |
| AUTOZONE INC | Common | Q4 2025 | |
| ENOVIS CORPORATION | Common | Q4 2025 | |
| SEMRUSH HLDGS INC | Common | Q2 2025 | |
| WIX COM LTD | Common | Q2 2025 | |
| PAYPAL HLDGS INC | Common | Q1 2025 | |
| SPROUT SOCIAL INC | Common | Q1 2025 | |
| HERC HLDGS INC | Common | Q4 2024 | |
| SMARTSHEET INC | Common | Q4 2024 | |
| UPWORK INC | Common | Q4 2024 | |
| DISNEY WALT CO | Common | Q3 2023 | |
| DOLLAR GEN CORP NEW | Common | Q3 2023 | |
| ROKU INC | Common | Q2 2023 | |
| POSHMARK INC | Common | Q3 2022 | |
| EBAY INC. | Common | Q1 2022 | |
| DESPEGAR COM CORP | Common | Q2 2021 | |
| ALTERYX INC | Common | Q3 2020 | |
| AVALARA INC | Common | Q3 2020 | |
| CIMPRESS N V | Common | Q3 2019 | |
| ANSYS INC | Common | Q2 2019 | |
| THE TRADE DESK INC | Common | Q2 2019 | |
| ROPER TECHNOLOGIES INC | Common | Q4 2018 | |
| WORKIVA INC | Common | Q4 2018 | |
| SITEONE LANDSCAPE SUPPLY INC | Common | Q3 2018 | |
| CHEGG INC | Common | Q4 2017 | |
| YELP INC | Common | Q4 2017 | |
| DESCARTES SYS GROUP INC | Common | Q3 2017 | |
| BROOKFIELD ASSET MGMT INC | Class A | Q2 2017 |