Dorsey Asset Management, LLC
Pat Dorsey · As of Q2 2023 · filed Aug 14, 2023
| META META PLATFORMS INC-CLASS A | 23.8% | Reduced −34.5% | 626,299 | $179.7M |
| SMARGBP SMARTSHEET INC-CLASS A | 16.6% | Reduced −9.8% | 3,280,603 | $125.5M |
| WIX WIX.COM LTD | 14.4% | Reduced −9.8% | 1,393,679 | $109.0M |
| GOOG ALPHABET INC-CL C | 11.8% | Reduced −9.8% | 738,119 | $89.3M |
| DIS WALT DISNEY CO | 7.7% | Reduced −9.8% | 648,816 | $57.9M |
| ROKU ROKU INC | 6.6% | Reduced −32.8% | 781,185 | $50.0M |
| UPWK UPWORK INC | 5.8% | Added +81.0% | 4,691,358 | $43.8M |
| PYPL PAYPAL HOLDINGS INC | 5.7% | Reduced −9.8% | 648,363 | $43.3M |
| 628 SEMRUSH HOLDINGS INC-A | 3.8% | Reduced −9.8% | 3,021,897 | $28.9M |
| HRI HERC HOLDINGS INC | 3.7% | New | 202,804 | $27.8M |
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.