$447 Million is the total value of Dorsey Asset Management's 10 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Buy | FACEBOOK INCcl a | $94,831 | +16.6% | 491,351 | +0.7% | 21.20% | +3.7% |
| AVLR | New | AVALARA INC | $78,934 | – | 1,093,272 | +100.0% | 17.64% | – |
| WIX | Sell | WIX COM LTD | $59,790 | -21.3% | 420,761 | -33.1% | 13.36% | -30.0% |
| DESP | Buy | DESPEGAR COM CORP | $43,157 | +24.6% | 3,107,036 | +33.7% | 9.65% | +10.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $39,408 | -7.2% | 36,458 | +0.7% | 8.81% | -17.4% |
| PYPL | Sell | PAYPAL HLDGS INC | $35,969 | -31.2% | 314,249 | -37.6% | 8.04% | -38.8% |
| EBAY | Buy | EBAY INC | $34,057 | +7.1% | 862,208 | +0.7% | 7.61% | -4.7% |
| CMPR | Sell | CIMPRESS N V | $25,618 | -20.9% | 281,853 | -30.2% | 5.73% | -29.6% |
| ANSS | Buy | ANSYS INC | $18,550 | +12.9% | 90,565 | +0.7% | 4.15% | +0.4% |
| TTD | Sell | THE TRADE DESK INC | $17,074 | -44.5% | 74,957 | -51.8% | 3.82% | -50.6% |
The following EDGAR filing(s) were analyzed to create this report:
The EDGAR filing(s) were signed by:
- Michael Harriett — CCO/CFO/COO
- Dorsey Asset Management holdings (13F-HR)
- Dorsey Asset Management significant holdings (13D/G)
- Dorsey Asset Management ownership history
- Dorsey Asset Management portfolio value
- Dorsey Asset Management filings
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