Dorsey Asset Management as of June 30, 2022
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 10 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wix SHS (WIX) | 15.4 | $123M | 1.9M | 65.55 | |
| Meta Platforms Cl A (META) | 15.2 | $122M | 757k | 161.25 | |
| Roku Com Cl A (ROKU) | 14.6 | $117M | 1.4M | 82.14 | |
| Smartsheet Com Cl A (SMAR) | 13.5 | $108M | 3.4M | 31.43 | |
| Walt Disney Company (DIS) | 8.7 | $70M | 740k | 94.40 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.7 | $62M | 28k | 2187.45 | |
| Upwork (UPWK) | 6.9 | $55M | 2.7M | 20.68 | |
| Paypal Holdings (PYPL) | 6.4 | $52M | 740k | 69.84 | |
| Poshmark Com Cl A | 6.0 | $48M | 4.7M | 10.11 | |
| Semrush Hldgs Cl A Com (SEMR) | 5.6 | $45M | 3.4M | 12.93 |
