Dorsey Asset Management, LLC
Pat Dorsey · As of Q1 2023 · filed Jul 20, 2023
| META META PLATFORMS INC-CLASS A | 23.0% | Reduced −3.6% | 956,098 | $202.6M |
| SMARGBP SMARTSHEET INC-CLASS A | 19.7% | Reduced −5.4% | 3,637,598 | $173.9M |
| WIX WIX.COM LTD | 17.5% | Reduced −3.6% | 1,545,370 | $154.2M |
| GOOG ALPHABET INC-CL C | 9.6% | Added +43.3% | 818,148 | $85.1M |
| ROKU ROKU INC | 8.7% | Reduced −30.7% | 1,162,463 | $76.5M |
| DIS WALT DISNEY CO | 8.2% | Reduced −3.6% | 719,424 | $72.0M |
| PYPL PAYPAL HOLDINGS INC | 6.2% | Reduced −3.6% | 718,922 | $54.6M |
| 628 SEMRUSH HOLDINGS INC-A | 3.8% | Reduced −5.6% | 3,350,938 | $33.7M |
| UPWK UPWORK INC | 3.3% | Reduced −3.6% | 2,591,208 | $29.3M |
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.