Dorsey Asset Management Q4 2021 holdings

$1.17 Billion is the total value of Dorsey Asset Management's 10 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 11.1% .

 Value Shares↓ Weighting
WIX BuyWIX COM LTD$234,349
+41.0%
1,485,198
+75.2%
19.99%
+37.9%
SMAR BuySMARTSHEET INC$217,283
+13.8%
2,805,457
+1.1%
18.54%
+11.3%
FB BuyMETA PLATFORMS INCcl a$194,405
-0.5%
577,985
+0.4%
16.59%
-2.7%
PYPL BuyPAYPAL HLDGS INC$107,719
-27.2%
571,209
+0.4%
9.19%
-28.9%
DIS SellDISNEY WALT CO$106,140
-19.3%
685,261
-11.9%
9.06%
-21.1%
EBAY SellEBAY INC.$79,629
-31.1%
1,197,424
-27.8%
6.79%
-32.6%
GOOG BuyALPHABET INCcap stk cl c$72,392
+9.0%
25,018
+0.4%
6.18%
+6.6%
POSH NewPOSHMARK INC$56,3113,306,561
+100.0%
4.80%
SEMR BuySEMRUSH HLDGS INC$54,561
-7.2%
2,616,838
+2.6%
4.66%
-9.3%
UPWK SellUPWORK INC$49,314
-32.4%
1,443,618
-10.9%
4.21%
-33.9%
Signed by
  • Michael Harriett — CCO/CFO/COO

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