Dorsey Asset Management Q4 2020 13F Holdings

Dorsey Asset Management Q4 2020 holdings
TickerName ValueShares↓ Weighting
FB FACEBOOK INCcl aAdd  $166,936
5.1%
611,130
0.7%
21.84%
-7.5%
WIX WIX COM LTDAdd  $125,091
19.6%
500,446
21.9%
16.37%
5.3%
SMAR SMARTSHEET INCAdd  $89,189
102.8%
1,287,190
44.6%
11.67%
78.6%
GOOG ALPHABET INCcap stk cl cAdd  $82,852
20.1%
47,293
0.7%
10.84%
5.7%
EBAY EBAY INC.Add  $77,953
71.8%
1,551,307
78.1%
10.20%
51.2%
UPWK UPWORK INCReduce  $65,110
-5.5%
1,886,146
-52.3%
8.52%
-16.8%
PYPL PAYPAL HLDGS INCAdd  $60,012
19.8%
256,241
0.7%
7.85%
5.4%
DESP DESPEGAR COM CORPAdd  $54,509
102.9%
4,255,213
0.7%
7.13%
78.7%
ROKU ROKU INCReduce  $42,698
-25.5%
128,601
-57.6%
5.59%
-34.4%
AYX ALTERYX INCSold out  $0-94,189-1.59%
AVLR AVALARA INCSold out  $0-293,390-5.55%