Dorsey Asset Management, LLC
Pat Dorsey · As of Q2 2022 · filed Aug 15, 2022
| WIX WIX.COM LTD | 15.4% | Added +19.9% | 1,878,181 | $123.1M |
| META META PLATFORMS INC-CLASS A | 15.2% | Added +0.1% | 756,594 | $122.0M |
| ROKU ROKU INC | 14.6% | Added +109.9% | 1,421,597 | $116.8M |
| SMARGBP SMARTSHEET INC-CLASS A | 13.5% | Added +14.3% | 3,438,052 | $108.1M |
| DIS WALT DISNEY CO | 8.7% | Added +0.1% | 740,164 | $69.9M |
| GOOG ALPHABET INC-CL C | 7.7% | Added +20.1% | 28,317 | $61.9M |
| UPWK UPWORK INC | 6.9% | Added +71.2% | 2,667,136 | $55.2M |
| PYPL PAYPAL HOLDINGS INC | 6.4% | Added +0.1% | 739,616 | $51.7M |
| POSHEUR POSHMARK INC-CLASS A | 6.0% | Added +13.1% | 4,740,775 | $47.9M |
| 628 SEMRUSH HOLDINGS INC-A | 5.6% | Added +0.1% | 3,448,221 | $44.6M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| EBAY EBAY INC | 1,292,392 | $74.0M |
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.