Dorsey Asset Management, LLC
Pat Dorsey · As of Q3 2022 · filed Jul 20, 2023
| WIX WIX.COM LTD | 18.7% | Added +5.2% | 1,974,991 | $154.5M |
| SMARGBP SMARTSHEET INC-CLASS A | 15.1% | Added +5.2% | 3,615,172 | $124.2M |
| META META PLATFORMS INC-CLASS A | 13.1% | Added +5.2% | 795,803 | $108.0M |
| ROKU ROKU INC | 10.2% | Added +5.2% | 1,494,862 | $84.3M |
| POSHEUR POSHMARK INC-CLASS A | 9.5% | Added +5.2% | 4,984,927 | $78.1M |
| DIS WALT DISNEY CO | 8.9% | Added +5.2% | 778,502 | $73.4M |
| PYPL PAYPAL HOLDINGS INC | 8.1% | Added +5.2% | 777,909 | $67.0M |
| GOOG ALPHABET INC-CL C | 6.9% | Added +2003.1% | 595,532 | $57.3M |
| 628 SEMRUSH HOLDINGS INC-A | 4.9% | Added +4.0% | 3,584,582 | $40.2M |
| UPWK UPWORK INC | 4.6% | Added +5.2% | 2,804,661 | $38.2M |
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.