Dorsey Asset Management, LLC
Pat Dorsey · As of Q4 2022 · filed Feb 14, 2023
| SMARGBP SMARTSHEET INC-CLASS A | 22.0% | Added +6.4% | 3,846,551 | $151.4M |
| WIX WIX.COM LTD | 17.9% | Reduced −18.8% | 1,603,578 | $123.2M |
| META META PLATFORMS INC-CLASS A | 17.4% | Added +24.7% | 992,042 | $119.4M |
| ROKU ROKU INC | 9.9% | Added +12.2% | 1,677,711 | $68.3M |
| DIS WALT DISNEY CO | 9.4% | Reduced −4.1% | 746,469 | $64.9M |
| PYPL PAYPAL HOLDINGS INC | 7.7% | Reduced −4.1% | 745,950 | $53.1M |
| GOOG ALPHABET INC-CL C | 7.4% | Reduced −4.1% | 570,922 | $50.7M |
| 628 SEMRUSH HOLDINGS INC-A | 4.2% | Reduced −1.0% | 3,548,943 | $28.9M |
| UPWK UPWORK INC | 4.1% | Reduced −4.1% | 2,688,611 | $28.1M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| POSHEUR POSHMARK INC-CLASS A | 4,984,927 | $78.1M |
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.