13F filing recap · Q3 2022
What did Dorsey Asset Management buy in Q3 2022?
Reported stock-position changes between this filing and the previous one.
Stock value
$825.15M
Positions
10
Estimated turnover
11.3%
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.$154.50Mreported value+96.8K shares+5.2%SMARSmartsheet Inc.$124.22Mreported value+177.1K shares+5.2%METAMeta Platforms, Inc.$107.97Mreported value+39.2K shares+5.2%ROKURoku, Inc.$84.31Mreported value+73.3K shares+5.2%POSHPoshmark Inc$78.11Mreported value+244.2K shares+5.2%DISWalt Disney Co/$73.44Mreported value+38.3K shares+5.2%PYPLPayPal Holdings, Inc.$66.95Mreported value+38.3K shares+5.2%GOOGAlphabet Inc.$57.26Mreported value+567.2K shares+2003.1%SEMRSemrush Holdings, Inc.$40.18Mreported value+136.4K shares+4.0%UPWKUpwork Inc.$38.20Mreported value+137.5K shares+5.2%