$801 Million is the total value of Dorsey Asset Management's 10 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 9.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WIX | Buy | WIX COM LTD | $123,115 | -24.7% | 1,878,181 | +19.9% | 15.37% | -2.4% |
| FB | Buy | META PLATFORMS INCcl a | $122,001 | -27.4% | 756,594 | +0.1% | 15.23% | -5.9% |
| ROKU | Buy | ROKU INC | $116,770 | +37.6% | 1,421,597 | +109.9% | 14.58% | +78.5% |
| SMAR | Buy | SMARTSHEET INC | $108,058 | -34.4% | 3,438,052 | +14.3% | 13.49% | -15.0% |
| DIS | Buy | DISNEY WALT CO | $69,871 | -31.1% | 740,164 | +0.1% | 8.72% | -10.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $61,942 | -6.0% | 28,317 | +20.1% | 7.73% | +21.9% |
| UPWK | Buy | UPWORK INC | $55,156 | +52.3% | 2,667,136 | +71.2% | 6.88% | +97.4% |
| PYPL | Buy | PAYPAL HLDGS INC | $51,655 | -39.6% | 739,616 | +0.1% | 6.45% | -21.6% |
| POSH | Buy | POSHMARK INC | $47,929 | -9.7% | 4,740,775 | +13.1% | 5.98% | +17.0% |
| SEMR | Buy | SEMRUSH HLDGS INC | $44,585 | +8.4% | 3,448,221 | +0.1% | 5.57% | +40.5% |
| EBAY | Exit | EBAY INC. | $0 | – | -1,292,392 | -100.0% | -7.12% | – |
The following EDGAR filing(s) were analyzed to create this report:
The EDGAR filing(s) were signed by:
- Michael Harriett — CCO/CFO/COO
- Dorsey Asset Management holdings (13F-HR)
- Dorsey Asset Management significant holdings (13D/G)
- Dorsey Asset Management ownership history
- Dorsey Asset Management portfolio value
- Dorsey Asset Management filings
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