13F HOLDINGS REPORT (Amended)
Dorsey Asset Management, LLC
Quarter ended Q3 2023 · Filed July 20, 2023 · Accession 0001398344-23-013281
Total Value
$882.0M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 956,098 | $202.6M | 22.98% |
| 2 | SMARTSHEET INC | 83200N103 | 3,637,598 | $173.9M | 19.71% |
| 3 | WIX COM LTD | WIX | 1,545,370 | $154.2M | 17.49% |
| 4 | ALPHABET INC | GOOG | 818,148 | $85.1M | 9.65% |
| 5 | ROKU INC | ROKU | 1,162,463 | $76.5M | 8.68% |
| 6 | DISNEY WALT CO | 254687106 | 719,424 | $72.0M | 8.17% |
| 7 | PAYPAL HLDGS INC | PYPL | 718,922 | $54.6M | 6.19% |
| 8 | SEMRUSH HLDGS INC | SEMR | 3,350,938 | $33.7M | 3.82% |
| 9 | UPWORK INC | UPWK | 2,591,208 | $29.3M | 3.33% |