$755 Million is the total value of Dorsey Asset Management's 10 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
|FB||Sell||META PLATFORMS INCcl a||$179,735,287|
|WIX||Sell||WIX COM LTD||$109,041,445|
|GOOG||Sell||ALPHABET INCcap stk cl c||$89,290,255|
|DIS||Sell||DISNEY WALT CO||$57,926,292|
|PYPL||Sell||PAYPAL HLDGS INC||$43,265,263|
|SEMR||Sell||SEMRUSH HLDGS INC||$28,919,554|
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
The EDGAR filing(s) were signed by:
About Dorsey Asset Management
Dorsey Asset Management is a registered investment advisor that was founded in 2014 by Patrick Dorsey, who serves as the firm's CEO and Chief Investment Officer. The company is headquartered in Boston, Massachusetts, and manages over $1 billion in assets for a variety of clients, including high net worth individuals, family offices, and institutional investors.
Dorsey Asset Management's investment philosophy is centered around the idea of investing in high-quality businesses that have sustainable competitive advantages and are trading at attractive valuations. The firm's investment process involves a rigorous analysis of a company's financial statements, competitive landscape, and management team, among other factors.
In addition to Patrick Dorsey, the company's leadership team includes Chief Operating Officer and Chief Compliance Officer, Michael Reilly, and Director of Research, Ryan Thibodeaux. The team has a wealth of experience in the finance industry, with backgrounds in investment banking, private equity, and asset management.
Overall, Dorsey Asset Management has established a strong reputation in the investment community for its disciplined approach to investing and its focus on long-term value creation. While past performance is not indicative of future results, the firm's track record of success suggests that it is well-positioned to continue delivering strong returns for its clients in the years ahead.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
|Name||Quarters owned||Latest quarter owned||Max weighting|
|META PLATFORMS INC||27||Q2 2023||25.5%|
|ALPHABET INC||26||Q2 2023||13.7%|
|PAYPAL HLDGS INC||21||Q2 2023||13.1%|
|WIX COM LTD||20||Q2 2023||20.0%|
|EBAY INC.||15||Q1 2022||12.4%|
|SMARTSHEET INC||13||Q2 2023||22.0%|
|UPWORK INC||13||Q2 2023||10.2%|
|CIMPRESS N V||12||Q3 2019||19.5%|
|ROKU INC||11||Q2 2023||14.6%|
|ANSYS INC||11||Q2 2019||13.4%|
View Dorsey Asset Management's complete holdings history.
Latest significant ownerships (13-D/G)
|SEMrush Holdings, Inc.||April 10, 2023||3,350,938||2.8%|
|Poshmark, Inc.Sold out||February 14, 2023||0||0.0%|
|Despegar.com, Corp.Sold out||September 10, 2021||0||0.0%|
View Dorsey Asset Management's complete significant-ownership history.
View Dorsey Asset Management's complete filings history.