Dorsey Asset Management as of June 30, 2023
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 10 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 23.8 | $180M | 626k | 286.98 | |
| Smartsheet Com Cl A (SMAR) | 16.6 | $126M | 3.3M | 38.26 | |
| Wix SHS (WIX) | 14.4 | $109M | 1.4M | 78.24 | |
| Alphabet Cap Stk Cl C (GOOG) | 11.8 | $89M | 738k | 120.97 | |
| Walt Disney Company (DIS) | 7.7 | $58M | 649k | 89.28 | |
| Roku Com Cl A (ROKU) | 6.6 | $50M | 781k | 63.96 | |
| Upwork (UPWK) | 5.8 | $44M | 4.7M | 9.34 | |
| Paypal Holdings (PYPL) | 5.7 | $43M | 648k | 66.73 | |
| Semrush Hldgs Cl A Com (SEMR) | 3.8 | $29M | 3.0M | 9.57 | |
| Herc Hldgs (HRI) | 3.7 | $28M | 203k | 136.85 |
