Dorsey Asset Management Q2 2019 holdings

$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 BuyFACEBOOK INCcl a$94,831
+16.6%
491,351
+0.7%
21.20%
+3.7%
AVLR NewAVALARA INC$78,9341,093,272
+100.0%
17.64%
WIX SellWIX COM LTD$59,790
-21.3%
420,761
-33.1%
13.36%
-30.0%
DESP BuyDESPEGAR COM CORP$43,157
+24.6%
3,107,036
+33.7%
9.65%
+10.9%
GOOG BuyALPHABET INCcap stk cl c$39,408
-7.2%
36,458
+0.7%
8.81%
-17.4%
PYPL SellPAYPAL HLDGS INC$35,969
-31.2%
314,249
-37.6%
8.04%
-38.8%
EBAY BuyEBAY INC$34,057
+7.1%
862,208
+0.7%
7.61%
-4.7%
CMPR SellCIMPRESS N V$25,618
-20.9%
281,853
-30.2%
5.73%
-29.6%
ANSS BuyANSYS INC$18,550
+12.9%
90,565
+0.7%
4.15%
+0.4%
TTD SellTHE TRADE DESK INC$17,074
-44.5%
74,957
-51.8%
3.82%
-50.6%

These EDGAR filings were analyzed to create this holdings report:

The EDGAR filing(s) were signed by:

  • Michael Harriett — CCO/CFO/COO

Compare quarterly holdings

Export Dorsey Asset Management's holdings

EDGAR filings