13F filing recap · Q2 2022
What did Dorsey Asset Management buy in Q2 2022?
Reported stock-position changes between this filing and the previous one.
Stock value
$801.08M
Positions
10
Estimated turnover
22.6%
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.
Increased positions
WIXWix.com Ltd.$123.11Mreported value+312.1K shares+19.9%METAMeta Platforms, Inc.$122.00Mreported value+637 shares+0.1%ROKURoku, Inc.$116.77Mreported value+744.4K shares+109.9%SMARSmartsheet Inc.$108.06Mreported value+428.9K shares+14.3%DISWalt Disney Co/$69.87Mreported value+554 shares+0.1%GOOGAlphabet Inc.$61.94Mreported value+4.7K shares+20.1%UPWKUpwork Inc.$55.16Mreported value+1.11M shares+71.2%PYPLPayPal Holdings, Inc.$51.66Mreported value+620 shares+0.1%POSHPoshmark Inc$47.93Mreported value+547.4K shares+13.1%SEMRSemrush Holdings, Inc.$44.59Mreported value+2.9K shares+0.1%