Dorsey Asset Management, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings9 positions
 Meta Platforms, Inc. | 956,098 | $202.6M | 23.0% | $184.10 | +14.03% | 15 qtrssince 2019-Q3 | Decreased 0 |
 SMARTSHEET INC | 3.6M | $173.9M | 19.7% | — | — | 12 qtrssince 2020-Q2 | Decreased 0 |
 Wix.com Ltd. | 1.5M | $154.2M | 17.5% | — | — | 15 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 818,148 | $85.1M | 9.6% | $79.38 | +29.78% | 15 qtrssince 2019-Q3 | Increased 81 |
 Roku, Inc. | 1.2M | $76.5M | 8.7% | — | — | — | Decreased 0 |
 The Walt Disney Company | 719,424 | $72M | 8.2% | $163.37 | -40.57% | 8 qtrssince 2021-Q2 | Decreased 0 |
 PayPal Holdings, Inc. | 718,922 | $54.6M | 6.2% | $166.40 | -54.87% | 15 qtrssince 2019-Q3 | Decreased 0 |
 SEMRUSH HLDGS INC | 3.4M | $33.7M | 3.8% | — | — | 7 qtrssince 2021-Q3 | Decreased 0 |
 Upwork Inc. | 2.6M | $29.3M | 3.3% | $20.66 | -45.20% | 12 qtrssince 2020-Q2 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2021-Q4 | $1,172,103,000 | 2.31051305261% |
| 2022-Q1 | $1,038,572,000 | -11.3924288224% |
| 2022-Q2 | $801,082,000 | -22.8669750388% |
| 2022-Q3 | $825,153,201 | 3.0048360842% |
| 2022-Q4 | $687,863,507 | -16.6380853681% |
| 2023-Q1 | $881,981,491 | 28.2204219332% |
Dorsey Asset Management, LLC manages $882M across 9 positions as of Q1 2023. Top holdings: META (23.0%), SMAR (19.7%), WIX (17.5%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Increased 1, led by GOOG (+247,226 shares); trimmed 8, led by ROKU (−515,248 shares). Top move: GOOG (INCREASED, conviction 81). Portfolio: $882M across 9 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR