Dorsey Asset Management as of Sept. 30, 2022
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 10 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wix SHS (WIX) | 18.7 | $155M | 2.0M | 78.23 | |
| Smartsheet Com Cl A (SMAR) | 15.1 | $124M | 3.6M | 34.36 | |
| Meta Platforms Cl A (META) | 13.1 | $108M | 796k | 135.68 | |
| Roku Com Cl A (ROKU) | 10.2 | $84M | 1.5M | 56.40 | |
| Poshmark Com Cl A | 9.5 | $78M | 5.0M | 15.67 | |
| Walt Disney Company (DIS) | 8.9 | $73M | 779k | 94.33 | |
| Paypal Holdings (PYPL) | 8.1 | $67M | 778k | 86.07 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.9 | $57M | 596k | 96.15 | |
| Semrush Hldgs Cl A Com (SEMR) | 4.9 | $40M | 3.6M | 11.21 | |
| Upwork (UPWK) | 4.6 | $38M | 2.8M | 13.62 |
