Dorsey Asset Management as of March 31, 2023
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 9 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 23.0 | $203M | 956k | 211.94 | |
| Smartsheet Com Cl A (SMAR) | 19.7 | $174M | 3.6M | 47.80 | |
| Wix SHS (WIX) | 17.5 | $154M | 1.5M | 99.80 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.6 | $85M | 818k | 104.00 | |
| Roku Com Cl A (ROKU) | 8.7 | $77M | 1.2M | 65.82 | |
| Walt Disney Company (DIS) | 8.2 | $72M | 719k | 100.13 | |
| Paypal Holdings (PYPL) | 6.2 | $55M | 719k | 75.94 | |
| Semrush Hldgs Cl A Com (SEMR) | 3.8 | $34M | 3.4M | 10.05 | |
| Upwork (UPWK) | 3.3 | $29M | 2.6M | 11.32 |
