Dorsey Asset Management - Q2 2023 holdings

$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 - .

 Value Shares↓ Weighting
No holdings reported for quarter Q2 2023
Original filings

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
NameQuarters ownedLatest quarter ownedMax weighting
ALPHABET INC27Q3 202315.6%
PAYPAL HLDGS INC22Q3 202313.1%
WIX COM LTD21Q3 202320.0%
EBAY INC.15Q1 202212.4%
SMARTSHEET INC14Q3 202322.0%
UPWORK INC14Q3 202310.2%
CIMPRESS N V12Q3 201919.5%
ROKU INC11Q2 202314.6%
ANSYS INC11Q2 201913.4%

View Dorsey Asset Management's complete holdings history.

Latest significant ownerships (13-D/G)
Dorsey Asset Management Q2 2023 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
SEMrush Holdings, Inc.April 10, 20233,350,9382.8%
Poshmark, Inc.Sold outFebruary 14, 202300.0%, Corp.Sold outSeptember 10, 202100.0%

View Dorsey Asset Management's complete significant-ownership history.

Latest filings
SC 13G/A2023-04-10
SC 13G/A2023-02-14

View Dorsey Asset Management's complete filings history.

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