13F-HR filed by Dorsey Asset Management, LLC

Dorsey Asset Management, LLC filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-11-14, with 10 holding rows worth $765,870,304.

Accession: 0001398344-23-020605
Filer: CIK 1671657
Filed: 2023-11-14
Accepted by EDGAR: acceptance time not in the bulk data set
Ingested: 2026-10-07 18:30:40 UTC
Source: SEC quarterly data set

Original filing

13F report for Q3 2023

A holdings report, 10 entries on the cover page, a total value of $765,870,304 stated on the cover page (in dollars after the unit check, H1), rows summing to $765,870,304 with VALUE read as dollars as filed, 13F file number 028-17584. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filed	CUSIP	Class	Amount	Value	Value read as
META PLATFORMS INC CL A	30303M102	COM	469,184	$140,853,729	dollars as filed
Alphabet Inc. Reg. Shares C	02079K107	COM	907,610	$119,668,379	dollars as filed
WIX COM LTD SHS	M98068105	Stock	1,229,627	$112,879,759	dollars as filed
SMARTSHEET INC. (CLASS A)	83200N103	COM CL A	2,694,296	$109,011,216	dollars as filed
PAYPALHLDGSINC	70450Y103	STOK	1,300,303	$76,015,713	dollars as filed
HERC HLDGS INC COM	42704L104	Stock	433,139	$51,517,553	dollars as filed
Walt Disney Co	254687106	COM	627,314	$50,843,800	dollars as filed
UPWORK INC	91688F104	COM	4,474,286	$50,827,889	dollars as filed
DOLLAR GEN CORP COM	256677105	Stock	272,822	$28,864,568	dollars as filed
SEMRUSH HLDGS INC CL A COM	81686C104	Stock	2,986,788	$25,387,698	dollars as filed

Amendment chain

Filing	Role	Filed	Accepted	Ingested
13F-HR 0001398344-23-020605	this filing	2023-11-14	acceptance time not in the bulk data set	2026-10-07 18:30:40 UTC