13F HOLDINGS REPORT
Dorsey Asset Management, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001398344-23-014736
Total Value
$755.2M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 626,299 | $179.7M | 23.80% |
| 2 | SMARTSHEET INC | 83200N103 | 3,280,603 | $125.5M | 16.62% |
| 3 | WIX COM LTD | WIX | 1,393,679 | $109.0M | 14.44% |
| 4 | ALPHABET INC | GOOG | 738,119 | $89.3M | 11.82% |
| 5 | DISNEY WALT CO | 254687106 | 648,816 | $57.9M | 7.67% |
| 6 | ROKU INC | ROKU | 781,185 | $50.0M | 6.62% |
| 7 | UPWORK INC | UPWK | 4,691,358 | $43.8M | 5.80% |
| 8 | PAYPAL HLDGS INC | PYPL | 648,363 | $43.3M | 5.73% |
| 9 | SEMRUSH HLDGS INC | SEMR | 3,021,897 | $28.9M | 3.83% |
| 10 | HERC HLDGS INC | HRI | 202,804 | $27.8M | 3.67% |