$426 Million is the total value of Dorsey Asset Management's 9 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 30.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Buy | FACEBOOK INCcl a | $87,776 | -7.4% | 492,902 | +0.3% | 20.60% | -2.8% |
| AVLR | Sell | AVALARA INC | $63,819 | -19.1% | 948,414 | -13.2% | 14.98% | -15.1% |
| WIX | Buy | WIX COM LTD | $59,600 | -0.3% | 510,539 | +21.3% | 13.99% | +4.7% |
| DESP | Buy | DESPEGAR COM CORP | $46,822 | +8.5% | 4,136,242 | +33.1% | 10.99% | +13.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $44,582 | +13.1% | 36,573 | +0.3% | 10.46% | +18.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $41,737 | +16.0% | 402,901 | +28.2% | 9.80% | +21.8% |
| EBAY | Buy | EBAY INC | $33,715 | -1.0% | 864,932 | +0.3% | 7.91% | +4.0% |
| CMPR | Sell | CIMPRESS N V | $24,981 | -2.5% | 189,480 | -32.8% | 5.86% | +2.4% |
| AYX | New | ALTERYX INC | $23,060 | – | 214,649 | +100.0% | 5.41% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -74,957 | -100.0% | -3.82% | – |
| ANSS | Exit | ANSYS INC | $0 | – | -90,565 | -100.0% | -4.15% | – |
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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