Dorsey Asset Management Q1 2020

Dorsey Asset Management holdings Q1 2020
Name ValueChangeSharesChangeWeightingChange
FACEBOOK INCcl a$100,977
9.81%
605,377
35.12%
25.49%
40.84%
WIX COM LTD$55,984
-17.04%
555,291
0.70%
14.13%
6.41%
ALPHABET INCcap stk cl c$54,423
293.54%
46,803
352.51%
13.74%
404.77%
AVALARA INC$51,572
-42.83%
691,309
-43.87%
13.02%
-26.68%
ROKU INC$43,117
-11.41%
492,874
35.60%
10.88%
13.63%
DESPEGAR COM CORP$33,401
-50.44%
5,890,786
17.83%
8.43%
-36.43%
ALTERYX INC$32,443
-32.16%
340,895
-28.67%
8.19%
-12.99%
PAYPAL HLDGS INC$24,276
-48.43%
253,557
-41.73%
6.13%
-33.85%
EBAY INCSold $0-934,115-6.64%
Portfolio Information
QuarterQ1 2020
Total value$396,193,000
Holdings8
Managers
Pat Dorsey
Quarters
2020-03-31
$396,193
2019-12-31
$508,174
2019-09-30
$426,092
2019-06-30
$447,388
2019-03-31
$398,085
2018-12-31
$359,816
2018-09-30
$426,798
2018-06-30
$378,663
2018-03-31
$295,612
2017-12-31
$277,226
2017-09-30
$230,591
2017-06-30
$213,105
2017-03-31
$176,802
2016-12-31
$106,924
SEC Filings