Dorsey Asset Management as of Sept. 30, 2023
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 10 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 18.4 | $141M | 469k | 300.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.6 | $120M | 908k | 131.85 | |
| Wix SHS (WIX) | 14.7 | $113M | 1.2M | 91.80 | |
| Smartsheet Com Cl A (SMAR) | 14.2 | $109M | 2.7M | 40.46 | |
| Paypal Holdings (PYPL) | 9.9 | $76M | 1.3M | 58.46 | |
| Herc Hldgs (HRI) | 6.7 | $52M | 433k | 118.94 | |
| Walt Disney Company (DIS) | 6.6 | $51M | 627k | 81.05 | |
| Upwork (UPWK) | 6.6 | $51M | 4.5M | 11.36 | |
| Dollar General (DG) | 3.8 | $29M | 273k | 105.80 | |
| Semrush Hldgs Cl A Com (SEMR) | 3.3 | $25M | 3.0M | 8.50 |
