13F HOLDINGS REPORT
Dorsey Asset Management, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001398344-23-003149
Total Value
$687.9M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SMARTSHEET INC | 83200N103 | 3,846,551 | $151.4M | 22.01% |
| 2 | WIX COM LTD | WIX | 1,603,578 | $123.2M | 17.91% |
| 3 | META PLATFORMS INC | META | 992,042 | $119.4M | 17.36% |
| 4 | ROKU INC | ROKU | 1,677,711 | $68.3M | 9.93% |
| 5 | DISNEY WALT CO | 254687106 | 746,469 | $64.9M | 9.43% |
| 6 | PAYPAL HLDGS INC | PYPL | 745,950 | $53.1M | 7.72% |
| 7 | ALPHABET INC | GOOG | 570,922 | $50.7M | 7.36% |
| 8 | SEMRUSH HLDGS INC | SEMR | 3,548,943 | $28.9M | 4.20% |
| 9 | UPWORK INC | UPWK | 2,688,611 | $28.1M | 4.08% |