Dorsey Asset Management historical reports.
Top positions activity
Quarterly report: Q3 2023
Total value: $765.9B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 140.9B 18.39% | 469.2K | -157.1K ↓25.09% | |
|
GOOG
|
Alphabet Inc - Class C | 119.7B 15.62% | 907.6K | +169.5K ↑22.96% | |
|
WIX
|
Wix.com Ltd | 112.9B 14.73% | 1.2M | -164.1K ↓11.77% | |
|
SMAR
|
Smartsheet Inc - Class A | 109.0B 14.23% | 2.7M | -586.3K ↓17.87% | |
|
PYPL
|
PayPal Holdings Inc | 76.0B 9.92% | 1.3M | +651.9K ↑100.55% | |
|
HRI
|
Herc Holdings Inc | 51.5B 6.72% | 433.1K | +230.3K ↑113.58% | |
|
DIS
|
Walt Disney Co (The) | 50.8B 6.63% | 627.3K | -21.5K ↓3.31% | |
|
UPWK
|
Upwork Inc | 50.8B 6.63% | 4.5M | -217.1K ↓4.63% | |
|
DG
|
Dollar General Corp. | 28.9B 3.76% | 272.8K | +272.8K Newly Added | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 25.4B 3.31% | 3.0M | -35.1K ↓1.16% |
Quarterly report: Q2 2023
Total value: $755.2B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 179.7B 23.79% | 626.3K | -329.8K ↓34.49% | |
|
SMAR
|
Smartsheet Inc - Class A | 125.5B 16.61% | 3.3M | -357.0K ↓9.81% | |
|
WIX
|
Wix.com Ltd | 109.0B 14.43% | 1.4M | -151.7K ↓9.82% | |
|
GOOG
|
Alphabet Inc - Class C | 89.3B 11.82% | 738.1K | -80.0K ↓9.78% | |
|
DIS
|
Walt Disney Co (The) | 57.9B 7.67% | 648.8K | -70.6K ↓9.81% | |
|
ROKU
|
Roku Inc - Class A | 50.0B 6.61% | 781.2K | -381.3K ↓32.80% | |
|
UPWK
|
Upwork Inc | 43.8B 5.8% | 4.7M | +2.1M ↑81.05% | |
|
PYPL
|
PayPal Holdings Inc | 43.3B 5.72% | 648.4K | -70.6K ↓9.81% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 28.9B 3.82% | 3.0M | -329.0K ↓9.82% | |
|
HRI
|
Herc Holdings Inc | 27.8B 3.67% | 202.8K | +202.8K Newly Added |
Quarterly report: Q1 2023
Total value: $882.0B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 202.6B 22.97% | 956.1K | -35.9K ↓3.62% | |
|
SMAR
|
Smartsheet Inc - Class A | 173.9B 19.71% | 3.6M | -209.0K ↓5.43% | |
|
WIX
|
Wix.com Ltd | 154.2B 17.48% | 1.5M | -58.2K ↓3.63% | |
|
GOOG
|
Alphabet Inc - Class C | 85.1B 9.64% | 818.1K | +247.2K ↑43.30% | |
|
ROKU
|
Roku Inc - Class A | 76.5B 8.67% | 1.2M | -515.2K ↓30.71% | |
|
DIS
|
Walt Disney Co (The) | 72.0B 8.16% | 719.4K | -27.0K ↓3.62% | |
|
PYPL
|
PayPal Holdings Inc | 54.6B 6.19% | 718.9K | -27.0K ↓3.62% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 33.7B 3.81% | 3.4M | -198.0K ↓5.58% | |
|
UPWK
|
Upwork Inc | 29.3B 3.32% | 2.6M | -97.4K ↓3.62% |
Quarterly report: Q4 2022
Total value: $687.9B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
SMAR
|
Smartsheet Inc - Class A | 151.4B 22.01% | 3.8M | +231.4K ↑6.40% | |
|
WIX
|
Wix.com Ltd | 123.2B 17.91% | 1.6M | -371.4K ↓18.81% | |
|
FB
|
Meta Platforms Inc - Class A | 119.4B 17.35% | 992.0K | +196.2K ↑24.66% | |
|
ROKU
|
Roku Inc - Class A | 68.3B 9.92% | 1.7M | +182.8K ↑12.23% | |
|
DIS
|
Walt Disney Co (The) | 64.9B 9.42% | 746.5K | -32.0K ↓4.11% | |
|
PYPL
|
PayPal Holdings Inc | 53.1B 7.72% | 746.0K | -32.0K ↓4.11% | |
|
GOOG
|
Alphabet Inc - Class C | 50.7B 7.36% | 570.9K | -24.6K ↓4.13% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 28.9B 4.19% | 3.5M | -35.6K ↓0.99% | |
|
UPWK
|
Upwork Inc | 28.1B 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 | -69.8K ↓9.36% | |
|
SMAR
|
Smartsheet Inc - Class A | 231.6M 17.46% | 3.2M | +481.4K ↑17.69% | |
|
WIX
|
Wix.com Ltd | 183.1M 13.8% | 630.8K | +204.8K ↑48.08% | |
|
EBAY
|
EBay Inc. | 160.3M 12.08% | 2.3M | +347.9K ↑17.97% | |
|
PYPL
|
PayPal Holdings Inc | 160.0M 12.06% | 548.9K | +83.6K ↑17.97% | |
|
UPWK
|
Upwork Inc | 125.4M 9.45% | 2.2M | +321.9K ↑17.60% | |
|
DIS
|
Walt Disney Co (The) | 124.7M 9.4% | 709.6K | +709.6K Newly Added | |
|
GOOG
|
Alphabet Inc - Class C | 61.9M 4.67% | 24.7K | -7.6K ↓23.41% | |
|
DESP
|
Despegar.com Corp | 43.9M 3.3% | 3.3M | -1.3M ↓28.43% |
Quarterly report: Q1 2021
Total value: $956.1M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 219.8M 22.99% | 746.4K | +135.2K ↑22.13% | |
|
SMAR
|
Smartsheet Inc - Class A | 173.9M 18.18% | 2.7M | +1.4M ↑111.38% | |
|
WIX
|
Wix.com Ltd | 118.9M 12.44% | 426.0K | -74.4K ↓14.88% | |
|
EBAY
|
EBay Inc. | 118.5M 12.39% | 1.9M | +384.3K ↑24.77% | |
|
PYPL
|
PayPal Holdings Inc | 113.0M 11.81% | 465.3K | +209.0K ↑81.57% | |
|
UPWK
|
Upwork Inc | 81.9M 8.56% | 1.8M | -56.7K ↓3.00% | |
|
GOOG
|
Alphabet Inc - Class C | 66.8M 6.98% | 32.3K | -15.0K ↓31.76% | |
|
DESP
|
Despegar.com Corp | 63.2M 6.61% | 4.6M | +384.2K ↑9.03% |
Quarterly report: Q4 2020
Total value: $764.4M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 166.9M 21.84% | 611.1K | = | |
|
WIX
|
Wix.com Ltd | 125.1M 16.36% | 500.4K | = | |
|
SMAR
|
Smartsheet Inc - Class A | 89.2M 11.66% | 1.3M | = | |
|
GOOG
|
Alphabet Inc - Class C | 82.9M 10.83% | 47.3K | = | |
|
EBAY
|
EBay Inc. | 78.0M 10.19% | 1.6M | = | |
|
UPWK
|
Upwork Inc | 65.1M 8.51% | 1.9M | = | |
|
PYPL
|
PayPal Holdings Inc | 60.0M 7.85% | 256.2K | = | |
|
DESP
|
Despegar.com Corp | 54.5M 7.13% | 4.3M | = | |
|
ROKU
|
Roku Inc - Class A | 42.7M 5.58% | 128.6K | = |