$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 | Buy | WIX COM LTD | $234,349 | +41.0% | 1,485,198 | +75.2% | 19.99% | +37.9% |
| SMAR | Buy | SMARTSHEET INC | $217,283 | +13.8% | 2,805,457 | +1.1% | 18.54% | +11.3% |
| FB | Buy | META PLATFORMS INCcl a | $194,405 | -0.5% | 577,985 | +0.4% | 16.59% | -2.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $107,719 | -27.2% | 571,209 | +0.4% | 9.19% | -28.9% |
| DIS | Sell | DISNEY WALT CO | $106,140 | -19.3% | 685,261 | -11.9% | 9.06% | -21.1% |
| EBAY | Sell | EBAY INC. | $79,629 | -31.1% | 1,197,424 | -27.8% | 6.79% | -32.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $72,392 | +9.0% | 25,018 | +0.4% | 6.18% | +6.6% |
| POSH | New | POSHMARK INC | $56,311 | – | 3,306,561 | +100.0% | 4.80% | – |
| SEMR | Buy | SEMRUSH HLDGS INC | $54,561 | -7.2% | 2,616,838 | +2.6% | 4.66% | -9.3% |
| UPWK | Sell | UPWORK INC | $49,314 | -32.4% | 1,443,618 | -10.9% | 4.21% | -33.9% |
Source
Signed by
- Michael Harriett — CCO/CFO/COO
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