Dorsey Asset Management as of Dec. 31, 2022
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 9 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Smartsheet Com Cl A (SMAR) | 22.0 | $151M | 3.8M | 39.36 | |
| Wix SHS (WIX) | 17.9 | $123M | 1.6M | 76.83 | |
| Meta Platforms Cl A (META) | 17.4 | $119M | 992k | 120.34 | |
| Roku Com Cl A (ROKU) | 9.9 | $68M | 1.7M | 40.70 | |
| Walt Disney Company (DIS) | 9.4 | $65M | 747k | 86.88 | |
| Paypal Holdings (PYPL) | 7.7 | $53M | 746k | 71.22 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.4 | $51M | 571k | 88.73 | |
| Semrush Hldgs Cl A Com (SEMR) | 4.2 | $29M | 3.5M | 8.14 | |
| Upwork (UPWK) | 4.1 | $28M | 2.7M | 10.44 |
