Dorsey Asset Management, LLC
CIK 1671657 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- META18.39%
- GOOG15.63%
- WIX14.74%
- SMAR14.23%
- PYPL9.93%
- HRI6.73%
- DIS6.64%
- UPWK6.64%
- DG3.77%
- SEMR3.31%
Share classes counted separately100.01%
Portfolio value by quarter
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $140.85M | 18.39% | 469.18K shares | — | ↗▾ | |
| 02 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $119.67M | 15.63% | 907.61K shares | — | ↗▾ | |
| 03 | WIXWIX.COM LTDSHS View history and evidence | $112.88M | 14.74% | 1.23M shares | — | ↗▾ | |
| 04 | SMARSMARTSHEET INC-CLASS ACOM CL A View history and evidence | $109.01M | 14.23% | 2.69M shares | — | ↗▾ | |
| 05 | PYPLPAYPAL HOLDINGS INC View history and evidence | $76.02M | 9.93% | 1.30M shares | — | ↗▾ | |
| 06 | HRIHERC HOLDINGS INC View history and evidence | $51.52M | 6.73% | 433.14K shares | — | ↗▾ | |
| 07 | DISWALT DISNEY CO/THE View history and evidence | $50.84M | 6.64% | 627.31K shares | — | ↗▾ | |
| 08 | UPWKUPWORK INC View history and evidence | $50.83M | 6.64% | 4.47M shares | — | ↗▾ | |
| 09 | DGDOLLAR GENERAL CORP View history and evidence | $28.86M | 3.77% | 272.82K shares | — | ↗▾ | |
| 10 | SEMRSEMRUSH HOLDINGS INC-ACL A COM View history and evidence | $25.39M | 3.31% | 2.99M shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ROKU ROKU INC | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1671657 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 765870304
}Take these holdings further.
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