Dorsey Asset Management Q4 2019

Dorsey Asset Management holdings Q4 2019
Name ValueChangeSharesChangeWeightingChange
FACEBOOK INCcl a$91,960
4.77%
448,037
-9.10%
18.10%
-12.16%
AVALARA INC$90,216
41.36%
1,231,614
29.86%
17.75%
18.53%
WIX COM LTD$67,481
13.22%
551,405
8.00%
13.28%
-5.07%
DESPEGAR COM CORP$67,392
43.93%
4,999,428
20.87%
13.26%
20.68%
ROKU INCNew $48,671363,4889.58%
ALTERYX INC$47,824
107.39%
477,906
122.65%
9.41%
73.89%
PAYPAL HLDGS INC$47,070
12.78%
435,147
8.00%
9.26%
-5.44%
EBAY INC$33,731
0.05%
934,115
8.00%
6.64%
-16.11%
ALPHABET INCcap stk cl c$13,829
-68.98%
10,343
-71.72%
2.72%
-73.99%
CIMPRESS N VSold $0-189,480-5.86%
Portfolio Information
QuarterQ4 2019
Total value$508,174,000
Holdings9
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