$786 Million is the total value of Dorsey Asset Management's 10 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WIX | Buy | WIX COM LTD | $147,081 | +19.5% | 1,880,107 | +0.1% | 18.71% | +21.8% |
| SMAR | Buy | SMARTSHEET INC | $118,249 | +9.4% | 3,441,486 | +0.1% | 15.04% | +11.5% |
| FB | Buy | META PLATFORMS INCcl a | $102,785 | -15.8% | 757,556 | +0.1% | 13.08% | -14.1% |
| ROKU | Buy | ROKU INC | $80,260 | -31.3% | 1,423,046 | +0.1% | 10.21% | -29.9% |
| POSH | Buy | POSHMARK INC | $74,363 | +55.2% | 4,745,573 | +0.1% | 9.46% | +58.1% |
| DIS | Buy | DISNEY WALT CO | $69,908 | +0.1% | 741,105 | +0.1% | 8.90% | +2.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $63,740 | +23.4% | 740,556 | +0.1% | 8.11% | +25.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $54,509 | -12.0% | 566,919 | +1902.0% | 6.94% | -10.3% |
| SEMR | Buy | SEMRUSH HLDGS INC | $38,704 | -13.2% | 3,452,605 | +0.1% | 4.92% | -11.5% |
| UPWK | Buy | UPWORK INC | $36,363 | -34.1% | 2,669,800 | +0.1% | 4.63% | -32.8% |
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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