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Dorsey Asset Management, LLC
16%held throughout
1 new position and no positions sold; the largest portfolio-weight shift was ROKU entering at 8.2%.
Sorted by portfolio weight, high to low
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 16.2%-0.4% | Increased30.8% | 755,957 | $222.36 | $168.1M |
| SMARGBPSMARTSHEET INC-CLASS AUnclassified | 15.9%-2.7% | Increased7.3% | 3,009,153 | $54.78 | $164.8M |
| Ticker unavailableWIX COM LTDUnclassified | 15.8%-4.2% | Increased5.4% | 1,566,047 | $104.46 | $163.6M |
| DISWALT DISNEY CO/THECommunication Services | 9.8%+0.7% | Increased7.9% | 739,610 | $137.16 | $101.4M |
| PYPLPAYPAL HOLDINGS INCFinancials | 8.2%-1.0% | Increased29.4% | 738,996 | $115.65 | $85.5M |
| ROKUNEWROKU INCCommunication Services | 8.2%+8.2% | New | 677,215 | $125.27 | $84.8M |
| EBAYEBAY INCConsumer Discretionary | 7.1%+0.3% | Increased7.9% | 1,292,392 | $57.26 | $74.0M |
| GOOGALPHABET INC-CL CCommunication Services | 6.3%+0.2% | Reduced5.7% | 23,582 | $2792.98 | $65.9M |
| POSHEURPOSHMARK INC-CLASS AUnclassified | 5.1%+0.3% | Increased26.8% | 4,193,327 | $12.66 | $53.1M |
| SEMREURSEMRUSH HOLDINGS INC-AUnclassified | 4.0%-0.7% | Increased31.7% | 3,445,361 | $11.94 | $41.1M |
| UPWKUPWORK INCInformation Technology | 3.5%-0.7% | Increased7.9% | 1,558,109 | $23.24 | $36.2M |