Notify me when Dorsey Asset Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 10 | $1,150,397,601 | +$106,376,167 | -$128,666,651 | -$22,290,484 | ASML, DHR, AER, META, BKNG | 13F-HR | 17 Feb 2026, 09:00 |
| Q3 2025 | 9 | $1,112,595,766 | +$115,100,248 | -$200,907,056 | -$85,806,808 | DHR, ASML, AER, META, AZO | 13F-HR | 14 Nov 2025, 09:00 |
| Q2 2025 | 10 | $1,115,187,507 | +$226,109,005 | -$142,427,305 | +$83,681,700 | DHR, META, AER, AZO, GOOG | 13F-HR | 14 Aug 2025, 09:00 |
| Q1 2025 | 11 | $943,610,993 | +$319,808,741 | -$254,079,998 | +$65,728,743 | AZO, META, DHR, AER, GOOG | 13F-HR | 15 May 2025, 09:00 |
| Q4 2024 | 11 | $970,037,173 | +$119,565,083 | -$137,077,029 | -$17,511,946 | WIX, META, GOOG, AZO, PYPL | 13F-HR | 14 Feb 2025, 11:30 |
| Q3 2024 | 12 | $927,641,584 | +$98,495,812 | -$97,389,341 | +$1,106,471 | META, AZO, WIX, APP, PYPL | 13F-HR | 14 Nov 2024, 09:00 |
| Q2 2024 | 11 | $839,404,708 | +$82,536,082 | -$130,917,304 | -$48,381,222 | META, SMAR, WIX, AZO, GOOG | 13F-HR | 14 Aug 2024, 09:00 |
| Q1 2024 | 10 | $860,167,415 | +$87,234,502 | -$67,166,692 | +$20,067,810 | META, GOOG, WIX, SMAR, PYPL | 13F-HR | 15 May 2024, 09:00 |
| Q4 2023 | 9 | $777,953,675 | +$85,230,413 | -$212,750,731 | -$127,520,318 | META, SMAR, GOOG, WIX, HRI | 13F-HR | 14 Feb 2024, 09:00 |
| Q3 2023 | 10 | $765,870,304 | +$116,720,414 | -$140,421,144 | -$23,700,730 | META, GOOG, WIX, SMAR, PYPL | 13F-HR | 14 Nov 2023, 09:00 |
| Q2 2023 | 10 | $755,229,571 | +$47,369,128 | -$168,401,505 | -$121,032,377 | META, SMAR, WIX, GOOG, DIS | 13F-HR | 14 Aug 2023, 09:00 |
| Q1 2023 | 9 | $881,981,491 | +$25,711,504 | -$65,181,781 | -$39,470,277 | META, SMAR, WIX, GOOG, ROKU | Restatement | 20 Jul 2023, 16:44 |
| Q4 2022 | 9 | $687,863,507 | +$40,164,433 | -$115,393,923 | -$75,229,490 | SMAR, WIX, META, ROKU, DIS | 13F-HR | 14 Feb 2023, 09:00 |
| Q3 2022 | 10 | $825,153,201 | +$91,788,896 | $0 | +$91,788,896 | WIX, SMAR, META, ROKU, POSH | Restatement | 20 Jul 2023, 16:42 |
| Q2 2022 | 10 | $801,082,000 | +$134,146,333 | -$74,002,000 | +$60,144,333 | WIX, META, ROKU, SMAR, DIS | 13F-HR | 15 Aug 2022, 07:55 |
| Q1 2022 | 11 | $1,038,572,000 | +$200,089,764 | -$4,010,716 | +$196,079,048 | META, SMAR, WIX, DIS, PYPL | 13F-HR | 13 May 2022, 11:24 |
| Q4 2021 | 10 | $1,172,103,000 | +$162,320,379 | -$51,007,273 | +$111,313,106 | WIX, SMAR, META, PYPL, DIS | 13F-HR | 14 Feb 2022, 07:20 |
| Q3 2021 | 9 | $1,145,633,000 | +$118,566,982 | -$175,107,795 | -$56,540,813 | META, SMAR, WIX, PYPL, DIS | 13F-HR | 15 Nov 2021, 09:49 |
| Q2 2021 | 9 | $1,326,181,000 | +$286,550,866 | -$60,641,859 | +$225,909,007 | META, SMAR, WIX, EBAY, PYPL | 13F-HR | 16 Aug 2021, 08:43 |
| Q1 2021 | 8 | $956,109,000 | +$210,999,787 | -$97,096,558 | +$113,903,229 | META, SMAR, WIX, EBAY, PYPL | 13F-HR | 14 May 2021, 08:43 |
| Q4 2020 | 9 | $764,350,000 | +$86,896,642 | -$177,339,277 | -$90,442,635 | META, WIX, SMAR, GOOG, EBAY | 13F-HR | 16 Feb 2021, 08:46 |
| Q3 2020 | 11 | $673,027,000 | +$75,544,635 | -$68,955,536 | +$6,589,099 | META, WIX, GOOG, UPWK, ROKU | 13F-HR | 13 Nov 2020, 08:51 |
| Q2 2020 | 10 | $618,869,000 | +$145,969,923 | -$164,918,022 | -$18,948,099 | META, SMAR, WIX, GOOG, UPWK | 13F-HR | 14 Aug 2020, 09:45 |
| Q1 2020 | 8 | $396,193,000 | +$85,405,005 | -$104,463,122 | -$19,058,117 | META, WIX, GOOG, AVLR, ROKU | 13F-HR | 15 May 2020, 10:14 |
| Q4 2019 | 9 | $508,174,000 | +$118,382,711 | -$69,260,129 | +$49,122,582 | META, AVLR, WIX, DESP, ROKU | 13F-HR | 14 Feb 2020, 11:01 |
| Q3 2019 | 9 | $426,092,000 | +$54,897,309 | -$57,549,964 | -$2,652,655 | META, AVLR, WIX, DESP, GOOG | 13F-HR | 14 Nov 2019, 10:11 |
| Q2 2019 | 10 | $447,388,000 | +$91,114,921 | -$80,677,090 | +$10,437,831 | META, AVLR, WIX, DESP, GOOG | 13F-HR | 14 Aug 2019, 09:35 |
| Q1 2019 | 9 | $398,085,000 | +$74,608,328 | -$124,080,071 | -$49,471,743 | META, WIX, PYPL, GOOG, DESP | 13F-HR | 15 May 2019, 10:59 |
| Q4 2018 | 11 | $359,816,000 | +$68,891,761 | -$75,196,915 | -$6,305,154 | META, WIX, PYPL, TTD, GOOG | 13F-HR | 14 Feb 2019, 11:04 |
| Q3 2018 | 12 | $426,798,000 | +$50,969,686 | -$24,708,033 | +$26,261,653 | META, DG, PYPL, GOOG, TTD | 13F-HR | 14 Nov 2018, 09:54 |
| Q2 2018 | 11 | $378,663,000 | +$94,652,304 | -$31,380,219 | +$63,272,085 | META, DG, GOOG, PYPL, SITE | 13F-HR | 14 Aug 2018, 14:18 |
| Q1 2018 | 9 | $295,612,000 | +$77,017,718 | -$67,516,959 | +$9,500,759 | META, EBAY, SITE, GOOG, DG | 13F-HR | 15 May 2018, 10:54 |
| Q4 2017 | 10 | $277,226,000 | +$47,253,012 | -$20,084,959 | +$27,168,053 | META, CMPR, CHGG, DG, WK | 13F-HR | 14 Feb 2018, 10:10 |
| Q3 2017 | 10 | $230,591,000 | +$28,092,416 | -$34,272,331 | -$6,179,915 | META, CMPR, WK, DG, GOOG | 13F-HR | 14 Nov 2017, 10:42 |
| Q2 2017 | 10 | $213,105,000 | +$27,469,925 | -$7,245,941 | +$20,223,984 | META, CMPR, YELP, GOOG, BAM | 13F-HR | 08 Aug 2017, 12:06 |
| Q1 2017 | 9 | $176,802,000 | +$59,308,998 | -$566,183 | +$58,742,815 | META, CMPR, DG, DSGX, GOOG | 13F-HR | 15 May 2017, 09:50 |
| Q4 2016 | 6 | $106,924,000 | $0 | $0 | $0 | META, CMPR, BAM, ROP, DSGX | 13F-HR | 17 Jan 2017, 15:56 |