13F filing recap · Q1 2022

What did Dorsey Asset Management buy in Q1 2022?

Reported stock-position changes between this filing and the previous one.

Stock value

$1.04B

Positions

Estimated turnover

18.5%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

ROKURoku, Inc.$84.83Mreported value+677.2K shares

Increased positions

METAMeta Platforms, Inc.$168.09Mreported value+178.0K shares+30.8%SMARSmartsheet Inc.$164.84Mreported value+203.7K shares+7.3%WIXWix.com Ltd.$163.59Mreported value+80.8K shares+5.4%DISWalt Disney Co/$101.44Mreported value+54.3K shares

Reduced positions

GOOGAlphabet Inc.$65.86Mreported value-1.4K shares-5.7%