Dorsey Asset Management, LLC
Pat Dorsey · As of Q1 2022 · filed May 13, 2022
| META META PLATFORMS INC-CLASS A | 16.2% | Added +30.8% | 755,957 | $168.1M |
| SMARGBP SMARTSHEET INC-CLASS A | 15.9% | Added +7.3% | 3,009,153 | $164.8M |
| WIX WIX.COM LTD | 15.8% | Added +5.4% | 1,566,047 | $163.6M |
| DIS WALT DISNEY CO | 9.8% | Added +7.9% | 739,610 | $101.4M |
| PYPL PAYPAL HOLDINGS INC | 8.2% | Added +29.4% | 738,996 | $85.5M |
| ROKU ROKU INC | 8.2% | New | 677,215 | $84.8M |
| EBAY EBAY INC | 7.1% | Added +7.9% | 1,292,392 | $74.0M |
| GOOG ALPHABET INC-CL C | 6.3% | Reduced −5.7% | 23,582 | $65.9M |
| POSHEUR POSHMARK INC-CLASS A | 5.1% | Added +26.8% | 4,193,327 | $53.1M |
| 628 SEMRUSH HOLDINGS INC-A | 4.0% | Added +31.7% | 3,445,361 | $41.1M |
| UPWK UPWORK INC | 3.5% | Added +7.9% | 1,558,109 | $36.2M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.