Dorsey Asset Management Q4 2021 holdings

The total value of Dorsey Asset Management's holdings in Q4 2021 was $1.17 Billion. Dorsey Asset Management reported 10 holdings. The portfolio turnover from Q4 2021 to Q3 2021 was 0.0% .

Dorsey Asset Management Q4 2021 holdings
 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%
GOOG BuyALPHABET INCcap stk cl c$72,392
+9.0%
25,018
+0.4%
6.18%
+6.6%
SEMR BuySEMRUSH HLDGS INC$54,561
-7.2%
2,616,838
+2.6%
4.66%
-9.3%

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