Dorsey Asset Management
SuperinvestorDorsey Asset Management, LLC
- SEC CIK
- 0001671657
- Manager
- Pat Dorsey
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 10
- −1 vs. Q1 2022
- Portfolio value
- $801.1M
- −$237.5M (−22.9%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WIXWix.com Ltd. | SHS | 1,878,181 | $123.1M | 15.4% | +312,134+19.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 756,594 | $122.0M | 15.2% | +637+0.1% | Added | History |
| ROKURoku, Inc | COM CL A | 1,421,597 | $116.8M | 14.6% | +744,382+109.9% | Added | History |
| SMARSmartsheet Inc | COM CL A | 3,438,052 | $108.1M | 13.5% | +428,899+14.3% | Added | History |
| DISWalt Disney Co | Stock | 740,164 | $69.9M | 8.7% | +554+0.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 28,317 | $61.9M | 7.7% | +4,735+20.1% | Added | History |
| UPWKUpwork, Inc | COM | 2,667,136 | $55.2M | 6.9% | +1,109,027+71.2% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 739,616 | $51.7M | 6.4% | +620+0.1% | Added | History |
| POSHPoshmark, Inc. | COM CL A | 4,740,775 | $47.9M | 6.0% | +547,448+13.1% | Added | History |
| SEMRSEMrush Holdings, Inc. | CL A COM | 3,448,221 | $44.6M | 5.6% | +2,860+0.1% | Added | History |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.