$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 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Buy | META PLATFORMS INCcl a | $168,095 | -13.5% | 755,957 | +30.8% | 16.18% | -2.4% |
| SMAR | Buy | SMARTSHEET INC | $164,841 | -24.1% | 3,009,153 | +7.3% | 15.87% | -14.4% |
| WIX | Buy | WIX COM LTD | $163,589 | -30.2% | 1,566,047 | +5.4% | 15.75% | -21.2% |
| DIS | Buy | DISNEY WALT CO | $101,445 | -4.4% | 739,610 | +7.9% | 9.77% | +7.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $85,465 | -20.7% | 738,996 | +29.4% | 8.23% | -10.5% |
| ROKU | New | ROKU INC | $84,835 | – | 677,215 | +100.0% | 8.17% | – |
| EBAY | Buy | EBAY INC. | $74,002 | -7.1% | 1,292,392 | +7.9% | 7.12% | +4.9% |
| POSH | Buy | POSHMARK INC | $53,088 | -5.7% | 4,193,327 | +26.8% | 5.11% | +6.4% |
| SEMR | Buy | SEMRUSH HLDGS INC | $41,138 | -24.6% | 3,445,361 | +31.7% | 3.96% | -14.9% |
| UPWK | Buy | UPWORK 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
- 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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