Dorsey Asset Management, LLC
Pat Dorsey · As of Q3 2023 · filed Nov 14, 2023
| META META PLATFORMS INC-CLASS A | 18.4% | Reduced −25.1% | 469,184 | $140.9M |
| GOOG ALPHABET INC-CL C | 15.6% | Added +23.0% | 907,610 | $119.7M |
| WIX WIX.COM LTD | 14.7% | Reduced −11.8% | 1,229,627 | $112.9M |
| SMARGBP SMARTSHEET INC-CLASS A | 14.2% | Reduced −17.9% | 2,694,296 | $109.0M |
| PYPL PAYPAL HOLDINGS INC | 9.9% | Added +100.6% | 1,300,303 | $76.0M |
| HRI HERC HOLDINGS INC | 6.7% | Added +113.6% | 433,139 | $51.5M |
| DIS WALT DISNEY CO | 6.6% | Reduced −3.3% | 627,314 | $50.8M |
| UPWK UPWORK INC | 6.6% | Reduced −4.6% | 4,474,286 | $50.8M |
| DG DOLLAR GENERAL CORP | 3.8% | New | 272,822 | $28.9M |
| 628 SEMRUSH HOLDINGS INC-A | 3.3% | Reduced −1.2% | 2,986,788 | $25.4M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ROKU ROKU INC | 781,185 | $50.0M |
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.