Dorsey Asset Management Q2 2022 holdings

$801 Million is the total value of Dorsey Asset Management's 10 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .

 Value Shares↓ Weighting
WIX BuyWIX COM LTD$123,115
-24.7%
1,878,181
+19.9%
15.37%
-2.4%
FB BuyMETA PLATFORMS INCcl a$122,001
-27.4%
756,594
+0.1%
15.23%
-5.9%
ROKU BuyROKU INC$116,770
+37.6%
1,421,597
+109.9%
14.58%
+78.5%
SMAR BuySMARTSHEET INC$108,058
-34.4%
3,438,052
+14.3%
13.49%
-15.0%
DIS BuyDISNEY WALT CO$69,871
-31.1%
740,164
+0.1%
8.72%
-10.7%
GOOG BuyALPHABET INCcap stk cl c$61,942
-6.0%
28,317
+20.1%
7.73%
+21.9%
UPWK BuyUPWORK INC$55,156
+52.3%
2,667,136
+71.2%
6.88%
+97.4%
PYPL BuyPAYPAL HLDGS INC$51,655
-39.6%
739,616
+0.1%
6.45%
-21.6%
POSH BuyPOSHMARK INC$47,929
-9.7%
4,740,775
+13.1%
5.98%
+17.0%
SEMR BuySEMRUSH HLDGS INC$44,585
+8.4%
3,448,221
+0.1%
5.57%
+40.5%

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