13F HOLDINGS REPORT
Dorsey Asset Management, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001398344-23-009688
Total Value
$829.5M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 899,204 | $190.6M | 22.98% |
| 2 | SMARTSHEET INC | 83200N103 | 3,421,117 | $163.5M | 19.71% |
| 3 | WIX COM LTD | WIX | 1,453,409 | $145.1M | 17.49% |
| 4 | ALPHABET INC | GOOG | 769,451 | $80.0M | 9.65% |
| 5 | ROKU INC | ROKU | 1,093,272 | $72.0M | 8.68% |
| 6 | DISNEY WALT CO | 254687106 | 676,613 | $67.7M | 8.17% |
| 7 | PAYPAL HLDGS INC | PYPL | 676,141 | $51.3M | 6.19% |
| 8 | SEMRUSH HLDGS INC | SEMR | 3,151,483 | $31.7M | 3.82% |
| 9 | UPWORK INC | UPWK | 2,437,027 | $27.6M | 3.33% |