Dorsey Asset Management Q2 2020 holdings

$619 Million is the total value of Dorsey Asset Management's 10 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 25.0% .

 Value Shares↓ Weighting
FB BuyFACEBOOK INCcl a$145,500
+44.1%
640,771
+5.8%
23.51%
-7.8%
SMAR NewSMARTSHEET INC$83,2561,635,037
+100.0%
13.45%
WIX SellWIX COM LTD$81,055
+44.8%
316,348
-43.0%
13.10%
-7.3%
GOOG SellALPHABET INCcap stk cl c$64,953
+19.3%
45,948
-1.8%
10.50%
-23.6%
UPWK NewUPWORK INC$54,6773,786,489
+100.0%
8.84%
PYPL SellPAYPAL HLDGS INC$43,371
+78.7%
248,927
-1.8%
7.01%
+14.4%
ROKU SellROKU INC$39,900
-7.5%
342,401
-30.5%
6.45%
-40.8%
AVLR SellAVALARA INC$38,215
-25.9%
287,138
-58.5%
6.18%
-52.6%
AYX SellALTERYX INC$34,968
+7.8%
212,858
-37.6%
5.65%
-31.0%
DESP SellDESPEGAR COM CORP$32,974
-1.3%
4,592,541
-22.0%
5.33%
-36.8%

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