Dorsey Asset Management as of Dec. 31, 2021
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 10 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wix SHS (WIX) | 20.0 | $234M | 1.5M | 157.79 | |
| Smartsheet Com Cl A (SMAR) | 18.5 | $217M | 2.8M | 77.45 | |
| Meta Platforms Cl A (META) | 16.6 | $194M | 578k | 336.35 | |
| Paypal Holdings (PYPL) | 9.2 | $108M | 571k | 188.58 | |
| Walt Disney Company (DIS) | 9.1 | $106M | 685k | 154.89 | |
| eBay (EBAY) | 6.8 | $80M | 1.2M | 66.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.2 | $72M | 25k | 2893.60 | |
| Poshmark Com Cl A | 4.8 | $56M | 3.3M | 17.03 | |
| Semrush Hldgs Cl A Com (SEMR) | 4.7 | $55M | 2.6M | 20.85 | |
| Upwork (UPWK) | 4.2 | $49M | 1.4M | 34.16 |
