Dorsey Asset Management, LLC: SEMR position timeline

Dorsey Asset Management, LLC held 0 SEMR shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,284,578 shares

   13F-HR 0001398344-25-020887 filed by Dorsey Asset Management, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,284,578 shares

   Change vs previous 13F +27,845 shares

   1.85% of the 13F portfolio, value $20,675,431.

   13F-HR 0001398344-25-015394 filed by Dorsey Asset Management, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 2,256,733 shares

   Change vs previous 13F -1,748 shares

   2.23% of the 13F portfolio, value $21,055,319.

   13F-HR 0001398344-25-009457 filed by Dorsey Asset Management, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 2,258,481 shares

   Change vs previous 13F +144,534 shares

   2.77% of the 13F portfolio, value $26,830,754.

   13F-HR 0001398344-25-002824 filed by Dorsey Asset Management, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 2,113,947 shares

   Change vs previous 13F not available

   3.58% of the 13F portfolio, value $33,210,107.

   13F-HR 0001398344-24-020708 filed by Dorsey Asset Management, LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).