Dorsey Asset Management Q1 2022 holdings

$1.04 Billion is the total value of Dorsey Asset Management's 11 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 10.0% .

 Value Shares↓ Weighting
FB BuyMETA PLATFORMS INCcl a$168,095
-13.5%
755,957
+30.8%
16.18%
-2.4%
SMAR BuySMARTSHEET INC$164,841
-24.1%
3,009,153
+7.3%
15.87%
-14.4%
WIX BuyWIX COM LTD$163,589
-30.2%
1,566,047
+5.4%
15.75%
-21.2%
DIS BuyDISNEY WALT CO$101,445
-4.4%
739,610
+7.9%
9.77%
+7.9%
PYPL BuyPAYPAL HLDGS INC$85,465
-20.7%
738,996
+29.4%
8.23%
-10.5%
ROKU NewROKU INC$84,835677,215
+100.0%
8.17%
EBAY BuyEBAY INC.$74,002
-7.1%
1,292,392
+7.9%
7.12%
+4.9%
GOOG SellALPHABET INCcap stk cl c$65,864
-9.0%
23,582
-5.7%
6.34%
+2.7%
POSH BuyPOSHMARK INC$53,088
-5.7%
4,193,327
+26.8%
5.11%
+6.4%
SEMR BuySEMRUSH HLDGS INC$41,138
-24.6%
3,445,361
+31.7%
3.96%
-14.9%
UPWK BuyUPWORK INC$36,210
-26.6%
1,558,109
+7.9%
3.49%
-17.1%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Michael Harriett — CCO/CFO/COO

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EDGAR filings