News + Filings Holdings
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Dorsey Asset Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SMARTSHEET INC
| SMAR | Common | 3,280,603 | -140,514 | 125,515,871,000 | -38,013,522,000 | 16.62 | |
Hist
| 06/30/2023 |
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Wix.com Ltd.
| WIX | Common | 1,393,679 | -59,730 | 109,041,445,000 | -36,008,773,000 | 14.44 | |
Hist
| 06/30/2023 |
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ROKU, INC
| ROKU | Common | 781,185 | -312,087 | 49,964,593,000 | -21,994,570,000 | 6.62 | |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 626,299 | -272,905 | 179,735,287,000 | -10,842,009,000 | 23.80 | |
Hist
| 06/30/2023 |
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Walt Disney Co
| DIS | Common | 648,816 | -27,797 | 57,926,292,000 | -9,822,968,000 | 7.67 | 0.04 |
Hist
| 06/30/2023 |
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PayPal Holdings, Inc.
| PYPL | COM | 648,363 | -27,778 | 43,265,263,000 | -8,080,885,000 | 5.73 | |
Hist
| 06/30/2023 |
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SEMrush Holdings, Inc.
| SEMR | Common | 3,021,897 | -129,586 | 28,919,554,000 | -2,752,850,000 | 3.83 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOG | COM | 738,119 | -31,332 | 89,290,255,000 | 9,267,351,000 | 11.82 | |
Hist
| 06/30/2023 |
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