13F filing recap · Q4 2022

What did Dorsey Asset Management buy in Q4 2022?

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

Stock value

$687.86M

Positions

Estimated turnover

20.6%

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

SMARSmartsheet Inc.$151.40Mreported value+231.4K shares+6.4%METAMeta Platforms, Inc.$119.38Mreported value+196.2K shares+24.7%ROKURoku, Inc.$68.28Mreported value+182.8K shares+12.2%

Reduced positions

WIXWix.com Ltd.$123.20Mreported value-371.4K shares-18.8%DISWalt Disney Co/$64.85Mreported value-32.0K shares-4.1%PYPLPayPal Holdings, Inc.$53.13Mreported value-32.0K shares-4.1%GOOGAlphabet Inc.$50.66Mreported value-24.6K shares

Exited positions

POSHPoshmark Inc$78.11Mprior reported value-4.98M shares-100.0%