Dorsey Asset Management Q3 2019 holdings

$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 BuyFACEBOOK INCcl a$87,776
-7.4%
492,902
+0.3%
20.60%
-2.8%
AVLR SellAVALARA INC$63,819
-19.1%
948,414
-13.2%
14.98%
-15.1%
WIX BuyWIX COM LTD$59,600
-0.3%
510,539
+21.3%
13.99%
+4.7%
DESP BuyDESPEGAR COM CORP$46,822
+8.5%
4,136,242
+33.1%
10.99%
+13.9%
GOOG BuyALPHABET INCcap stk cl c$44,582
+13.1%
36,573
+0.3%
10.46%
+18.8%
PYPL BuyPAYPAL HLDGS INC$41,737
+16.0%
402,901
+28.2%
9.80%
+21.8%
EBAY BuyEBAY INC$33,715
-1.0%
864,932
+0.3%
7.91%
+4.0%
CMPR SellCIMPRESS N V$24,981
-2.5%
189,480
-32.8%
5.86%
+2.4%
AYX NewALTERYX INC$23,060214,649
+100.0%
5.41%
TTD ExitTHE TRADE DESK INC$0-74,957
-100.0%
-3.82%
ANSS ExitANSYS INC$0-90,565
-100.0%
-4.15%

These EDGAR filings were analyzed to create this holdings report:

The EDGAR filing(s) were signed by:

  • Michael Harriett — CCO/CFO/COO

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EDGAR filings