Dorsey Asset Management as of March 31, 2022
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 11 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 16.2 | $168M | 756k | 222.36 | |
| Smartsheet Com Cl A (SMAR) | 15.9 | $165M | 3.0M | 54.78 | |
| Wix SHS (WIX) | 15.8 | $164M | 1.6M | 104.46 | |
| Walt Disney Company (DIS) | 9.8 | $101M | 740k | 137.16 | |
| Paypal Holdings (PYPL) | 8.2 | $86M | 739k | 115.65 | |
| Roku Com Cl A (ROKU) | 8.2 | $85M | 677k | 125.27 | |
| eBay (EBAY) | 7.1 | $74M | 1.3M | 57.26 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.3 | $66M | 24k | 2792.98 | |
| Poshmark Com Cl A | 5.1 | $53M | 4.2M | 12.66 | |
| Semrush Hldgs Cl A Com (SEMR) | 4.0 | $41M | 3.4M | 11.94 | |
| Upwork (UPWK) | 3.5 | $36M | 1.6M | 23.24 |
