Dorsey Asset Management historical reports.
Top positions activity
Quarterly report: Q1 2024
Total value: $860.2M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 139.5M 16.21% | 287.2K | -98.9K ↓25.61% | |
|
GOOG
|
Alphabet Inc - Class C | 128.9M 14.98% | 846.3K | -11.3K ↓1.32% | |
|
WIX
|
Wix.com Ltd | 103.9M 12.07% | 755.4K | -10.1K ↓1.33% | |
|
SMAR
|
Smartsheet Inc - Class A | 96.7M 11.24% | 2.5M | -33.7K ↓1.32% | |
|
PYPL
|
PayPal Holdings Inc | 81.2M 9.44% | 1.2M | -16.3K ↓1.32% | |
|
DHR
|
Danaher Corp. | 77.5M 9.01% | 310.4K | -4.2K ↓1.32% | |
|
HRI
|
Herc Holdings Inc | 74.9M 8.7% | 444.8K | -72.1K ↓13.95% | |
|
AZO
|
Autozone Inc. | 73.4M 8.53% | 23.3K | +23.3K Newly Added | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 50.5M 5.86% | 3.8M | +1.0M ↑37.86% | |
|
UPWK
|
Upwork Inc | 33.8M 3.93% | 2.8M | -37.1K ↓1.32% |
Quarterly report: Q4 2023
Total value: $778.0M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 136.7M 17.56% | 386.1K | -83.1K ↓17.70% | |
|
SMAR
|
Smartsheet Inc - Class A | 121.8M 15.65% | 2.5M | -148.3K ↓5.50% | |
|
GOOG
|
Alphabet Inc - Class C | 120.9M 15.53% | 857.6K | -50.0K ↓5.50% | |
|
WIX
|
Wix.com Ltd | 94.2M 12.1% | 765.6K | -464.0K ↓37.74% | |
|
HRI
|
Herc Holdings Inc | 77.0M 9.89% | 516.9K | +83.8K ↑19.34% | |
|
PYPL
|
PayPal Holdings Inc | 75.5M 9.69% | 1.2M | -71.6K ↓5.51% | |
|
DHR
|
Danaher Corp. | 72.8M 9.35% | 314.5K | +314.5K Newly Added | |
|
UPWK
|
Upwork Inc | 41.6M 5.34% | 2.8M | -1.7M ↓37.48% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 37.7M 4.84% | 2.8M | -226.7K ↓7.59% |
Quarterly report: Q3 2023
Total value: $765.9M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 140.9M 18.39% | 469.2K | -157.1K ↓25.09% | |
|
GOOG
|
Alphabet Inc - Class C | 119.7M 15.62% | 907.6K | +169.5K ↑22.96% | |
|
WIX
|
Wix.com Ltd | 112.9M 14.73% | 1.2M | -164.1K ↓11.77% | |
|
SMAR
|
Smartsheet Inc - Class A | 109.0M 14.23% | 2.7M | -586.3K ↓17.87% | |
|
PYPL
|
PayPal Holdings Inc | 76.0M 9.92% | 1.3M | +651.9K ↑100.55% | |
|
HRI
|
Herc Holdings Inc | 51.5M 6.72% | 433.1K | +230.3K ↑113.58% | |
|
DIS
|
Walt Disney Co (The) | 50.8M 6.63% | 627.3K | -21.5K ↓3.31% | |
|
UPWK
|
Upwork Inc | 50.8M 6.63% | 4.5M | -217.1K ↓4.63% | |
|
DG
|
Dollar General Corp. | 28.9M 3.76% | 272.8K | +272.8K Newly Added | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 25.4M 3.31% | 3.0M | -35.1K ↓1.16% |
Quarterly report: Q2 2023
Total value: $755.2M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 179.7M 23.79% | 626.3K | -329.8K ↓34.49% | |
|
SMAR
|
Smartsheet Inc - Class A | 125.5M 16.61% | 3.3M | -357.0K ↓9.81% | |
|
WIX
|
Wix.com Ltd | 109.0M 14.43% | 1.4M | -151.7K ↓9.82% | |
|
GOOG
|
Alphabet Inc - Class C | 89.3M 11.82% | 738.1K | -80.0K ↓9.78% | |
|
DIS
|
Walt Disney Co (The) | 57.9M 7.67% | 648.8K | -70.6K ↓9.81% | |
|
ROKU
|
Roku Inc - Class A | 50.0M 6.61% | 781.2K | -381.3K ↓32.80% | |
|
UPWK
|
Upwork Inc | 43.8M 5.8% | 4.7M | +2.1M ↑81.05% | |
|
PYPL
|
PayPal Holdings Inc | 43.3M 5.72% | 648.4K | -70.6K ↓9.81% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 28.9M 3.82% | 3.0M | -329.0K ↓9.82% | |
|
HRI
|
Herc Holdings Inc | 27.8M 3.67% | 202.8K | +202.8K Newly Added |
Quarterly report: Q1 2023
Total value: $882.0M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 202.6M 22.97% | 956.1K | -35.9K ↓3.62% | |
|
SMAR
|
Smartsheet Inc - Class A | 173.9M 19.71% | 3.6M | -209.0K ↓5.43% | |
|
WIX
|
Wix.com Ltd | 154.2M 17.48% | 1.5M | -58.2K ↓3.63% | |
|
GOOG
|
Alphabet Inc - Class C | 85.1M 9.64% | 818.1K | +247.2K ↑43.30% | |
|
ROKU
|
Roku Inc - Class A | 76.5M 8.67% | 1.2M | -515.2K ↓30.71% | |
|
DIS
|
Walt Disney Co (The) | 72.0M 8.16% | 719.4K | -27.0K ↓3.62% | |
|
PYPL
|
PayPal Holdings Inc | 54.6M 6.19% | 718.9K | -27.0K ↓3.62% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 33.7M 3.81% | 3.4M | -198.0K ↓5.58% | |
|
UPWK
|
Upwork Inc | 29.3M 3.32% | 2.6M | -97.4K ↓3.62% |
Quarterly report: Q4 2022
Total value: $687.9M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
SMAR
|
Smartsheet Inc - Class A | 151.4M 22.01% | 3.8M | +231.4K ↑6.40% | |
|
WIX
|
Wix.com Ltd | 123.2M 17.91% | 1.6M | -371.4K ↓18.81% | |
|
FB
|
Meta Platforms Inc - Class A | 119.4M 17.35% | 992.0K | +196.2K ↑24.66% | |
|
ROKU
|
Roku Inc - Class A | 68.3M 9.92% | 1.7M | +182.8K ↑12.23% | |
|
DIS
|
Walt Disney Co (The) | 64.9M 9.42% | 746.5K | -32.0K ↓4.11% | |
|
PYPL
|
PayPal Holdings Inc | 53.1M 7.72% | 746.0K | -32.0K ↓4.11% | |
|
GOOG
|
Alphabet Inc - Class C | 50.7M 7.36% | 570.9K | -24.6K ↓4.13% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 28.9M 4.19% | 3.5M | -35.6K ↓0.99% | |
|
UPWK
|
Upwork Inc | 28.1M 4.08% | 2.7M | -116.0K ↓4.14% |
Quarterly report: Q3 2022
Total value: $825.2B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
WIX
|
Wix.com Ltd | 154.5B 18.72% | 2.0M | +96.8K ↑5.15% | |
|
SMAR
|
Smartsheet Inc - Class A | 124.2B 15.05% | 3.6M | +177.1K ↑5.15% | |
|
FB
|
Meta Platforms Inc - Class A | 108.0B 13.08% | 795.8K | +39.2K ↑5.18% | |
|
ROKU
|
Roku Inc - Class A | 84.3B 10.21% | 1.5M | +73.3K ↑5.15% | |
|
POSH
|
Poshmark Inc - Class A | 78.1B 9.46% | 5.0M | +244.2K ↑5.15% | |
|
DIS
|
Walt Disney Co (The) | 73.4B 8.89% | 778.5K | +38.3K ↑5.18% | |
|
PYPL
|
PayPal Holdings Inc | 67.0B 8.11% | 777.9K | +38.3K ↑5.18% | |
|
GOOG
|
Alphabet Inc - Class C | 57.3B 6.93% | 595.5K | +567.2K ↑2003.09% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 40.2B 4.86% | 3.6M | +136.4K ↑3.95% | |
|
UPWK
|
Upwork Inc | 38.2B 4.62% | 2.8M | +137.5K ↑5.16% |
Quarterly report: Q2 2022
Total value: $801.1M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
WIX
|
Wix.com Ltd | 123.1M 15.36% | 1.9M | +312.1K ↑19.93% | |
|
FB
|
Meta Platforms Inc - Class A | 122.0M 15.22% | 756.6K | +637 ↑0.08% | |
|
ROKU
|
Roku Inc - Class A | 116.8M 14.57% | 1.4M | +744.4K ↑109.92% | |
|
SMAR
|
Smartsheet Inc - Class A | 108.1M 13.48% | 3.4M | +428.9K ↑14.25% | |
|
DIS
|
Walt Disney Co (The) | 69.9M 8.72% | 740.2K | +554 ↑0.07% | |
|
GOOG
|
Alphabet Inc - Class C | 61.9M 7.73% | 28.3K | +4.7K ↑20.08% | |
|
UPWK
|
Upwork Inc | 55.2M 6.88% | 2.7M | +1.1M ↑71.18% | |
|
PYPL
|
PayPal Holdings Inc | 51.7M 6.44% | 739.6K | +620 ↑0.08% | |
|
POSH
|
Poshmark Inc - Class A | 47.9M 5.98% | 4.7M | +547.4K ↑13.06% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 44.6M 5.56% | 3.4M | +2.9K ↑0.08% |
Quarterly report: Q1 2022
Total value: $1.0B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 168.1M 16.18% | 756.0K | +178.0K ↑30.79% | |
|
SMAR
|
Smartsheet Inc - Class A | 164.8M 15.87% | 3.0M | +203.7K ↑7.26% | |
|
WIX
|
Wix.com Ltd | 163.6M 15.75% | 1.6M | +80.8K ↑5.44% | |
|
DIS
|
Walt Disney Co (The) | 101.4M 9.76% | 739.6K | +54.3K ↑7.93% | |
|
PYPL
|
PayPal Holdings Inc | 85.5M 8.22% | 739.0K | +167.8K ↑29.37% | |
|
ROKU
|
Roku Inc - Class A | 84.8M 8.16% | 677.2K | +677.2K Newly Added | |
|
EBAY
|
EBay Inc. | 74.0M 7.12% | 1.3M | +95.0K ↑7.93% | |
|
GOOG
|
Alphabet Inc - Class C | 65.9M 6.34% | 23.6K | -1.4K ↓5.74% | |
|
POSH
|
Poshmark Inc - Class A | 53.1M 5.11% | 4.2M | +886.8K ↑26.82% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 41.1M 3.96% | 3.4M | +828.5K ↑31.66% | |
|
UPWK
|
Upwork Inc | 36.2M 3.48% | 1.6M | +114.5K ↑7.93% |
Quarterly report: Q4 2021
Total value: $1.2B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
WIX
|
Wix.com Ltd | 234.3M 19.99% | 1.5M | +637.4K ↑75.17% | |
|
SMAR
|
Smartsheet Inc - Class A | 217.3M 18.53% | 2.8M | +31.6K ↑1.14% | |
|
FB
|
Meta Platforms Inc - Class A | 194.4M 16.58% | 578.0K | +2.5K ↑0.43% | |
|
PYPL
|
PayPal Holdings Inc | 107.7M 9.19% | 571.2K | +2.5K ↑0.43% | |
|
DIS
|
Walt Disney Co (The) | 106.1M 9.05% | 685.3K | -92.5K ↓11.89% | |
|
EBAY
|
EBay Inc. | 79.6M 6.79% | 1.2M | -461.0K ↓27.80% | |
|
GOOG
|
Alphabet Inc - Class C | 72.4M 6.17% | 25.0K | +109 ↑0.44% | |
|
POSH
|
Poshmark Inc - Class A | 56.3M 4.8% | 3.3M | +3.3M Newly Added | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 54.6M 4.65% | 2.6M | +66.1K ↑2.59% | |
|
UPWK
|
Upwork Inc | 49.3M 4.2% | 1.4M | -176.3K ↓10.89% |
Quarterly report: Q3 2021
Total value: $1.1B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 195.3M 17.04% | 575.5K | -101.0K ↓14.94% | |
|
SMAR
|
Smartsheet Inc - Class A | 190.9M 16.66% | 2.8M | -428.3K ↓13.38% | |
|
WIX
|
Wix.com Ltd | 166.2M 14.5% | 847.8K | +217.0K ↑34.41% | |
|
PYPL
|
PayPal Holdings Inc | 148.0M 12.91% | 568.7K | +19.9K ↑3.62% | |
|
DIS
|
Walt Disney Co (The) | 131.6M 11.48% | 777.8K | +68.2K ↑9.61% | |
|
EBAY
|
EBay Inc. | 115.5M 10.08% | 1.7M | -625.0K ↓27.37% | |
|
UPWK
|
Upwork Inc | 72.9M 6.36% | 1.6M | -531.4K ↓24.70% | |
|
GOOG
|
Alphabet Inc - Class C | 66.4M 5.79% | 24.9K | +192 ↑0.78% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 58.8M 5.13% | 2.6M | +2.6M Newly Added |
Quarterly report: Q2 2021
Total value: $1.3B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 235.2M 17.73% | 676.5K | = | |
|
SMAR
|
Smartsheet Inc - Class A | 231.6M 17.46% | 3.2M | = | |
|
WIX
|
Wix.com Ltd | 183.1M 13.8% | 630.8K | = | |
|
EBAY
|
EBay Inc. | 160.3M 12.08% | 2.3M | = | |
|
PYPL
|
PayPal Holdings Inc | 160.0M 12.06% | 548.9K | = | |
|
UPWK
|
Upwork Inc | 125.4M 9.45% | 2.2M | = | |
|
DIS
|
Walt Disney Co (The) | 124.7M 9.4% | 709.6K | = | |
|
GOOG
|
Alphabet Inc - Class C | 61.9M 4.67% | 24.7K | = | |
|
DESP
|
Despegar.com Corp | 43.9M 3.3% | 3.3M | = |