Dorsey Asset Management, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings10 positions
 Wix.com Ltd. | 2M | $154.5M | 18.7% | — | — | 13 qtrssince 2019-Q3 | Increased 65 |
 SMARTSHEET INC | 3.6M | $124.2M | 15.1% | — | — | 10 qtrssince 2020-Q2 | Increased 65 |
 Meta Platforms, Inc. | 795,803 | $108M | 13.1% | $200.10 | -32.84% | 13 qtrssince 2019-Q3 | Increased 64 |
 Roku, Inc. | 1.5M | $84.3M | 10.2% | — | — | — | Increased 64 |
 POSHMARK INC | 5M | $78.1M | 9.5% | — | — | 4 qtrssince 2021-Q4 | Increased 64 |
 The Walt Disney Company | 778,502 | $73.4M | 8.9% | $163.37 | -44.02% | 6 qtrssince 2021-Q2 | Increased 64 |
 PayPal Holdings, Inc. | 777,909 | $67M | 8.1% | $166.40 | -48.85% | 13 qtrssince 2019-Q3 | Increased 63 |
 Alphabet Inc. | 595,532 | $57.3M | 6.9% | $69.14 | +37.75% | 13 qtrssince 2019-Q3 | Increased 63 |
 SEMRUSH HLDGS INC | 3.6M | $40.2M | 4.9% | — | — | 5 qtrssince 2021-Q3 | Increased 59 |
 Upwork Inc. | 2.8M | $38.2M | 4.6% | $20.66 | -34.07% | 10 qtrssince 2020-Q2 | Increased 59 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2021-Q2 | $1,326,181,000 | 38.7060471139% |
| 2021-Q3 | $1,145,633,000 | -13.6141295947% |
| 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% |
Dorsey Asset Management, LLC manages $825.2M across 10 positions as of Q3 2022. Top holdings: WIX (18.7%), SMAR (15.1%), META (13.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Increased 10, led by META (+39,209 shares). Top move: WIX (INCREASED, conviction 65). Portfolio: $825M across 10 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