13F HOLDINGS REPORT (Amended)
Dorsey Asset Management, LLC
Quarter ended Q3 2023 · Filed July 20, 2023 · Accession 0001398344-23-013279
Total Value
$825.2M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WIX COM LTD | WIX | 1,974,991 | $154.5M | 18.72% |
| 2 | SMARTSHEET INC | 83200N103 | 3,615,172 | $124.2M | 15.05% |
| 3 | META PLATFORMS INC | META | 795,803 | $108.0M | 13.09% |
| 4 | ROKU INC | ROKU | 1,494,862 | $84.3M | 10.22% |
| 5 | POSHMARK INC | 73739W104 | 4,984,927 | $78.1M | 9.47% |
| 6 | DISNEY WALT CO | 254687106 | 778,502 | $73.4M | 8.90% |
| 7 | PAYPAL HLDGS INC | PYPL | 777,909 | $67.0M | 8.11% |
| 8 | ALPHABET INC | GOOG | 595,532 | $57.3M | 6.94% |
| 9 | SEMRUSH HLDGS INC | SEMR | 3,584,582 | $40.2M | 4.87% |
| 10 | UPWORK INC | UPWK | 2,804,661 | $38.2M | 4.63% |