Dorsey Asset Management Q3 2022 holdings

$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 BuyWIX COM LTD$147,081
+19.5%
1,880,107
+0.1%
18.71%
+21.8%
SMAR BuySMARTSHEET INC$118,249
+9.4%
3,441,486
+0.1%
15.04%
+11.5%
FB BuyMETA PLATFORMS INCcl a$102,785
-15.8%
757,556
+0.1%
13.08%
-14.1%
ROKU BuyROKU INC$80,260
-31.3%
1,423,046
+0.1%
10.21%
-29.9%
POSH BuyPOSHMARK INC$74,363
+55.2%
4,745,573
+0.1%
9.46%
+58.1%
DIS BuyDISNEY WALT CO$69,908
+0.1%
741,105
+0.1%
8.90%
+2.0%
PYPL BuyPAYPAL HLDGS INC$63,740
+23.4%
740,556
+0.1%
8.11%
+25.8%
GOOG BuyALPHABET INCcap stk cl c$54,509
-12.0%
566,919
+1902.0%
6.94%
-10.3%
SEMR BuySEMRUSH HLDGS INC$38,704
-13.2%
3,452,605
+0.1%
4.92%
-11.5%
UPWK BuyUPWORK 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

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EDGAR filings