$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 | Buy | FACEBOOK INCcl a | $145,500 | +44.1% | 640,771 | +5.8% | 23.51% | -7.8% |
| SMAR | New | SMARTSHEET INC | $83,256 | – | 1,635,037 | +100.0% | 13.45% | – |
| WIX | Sell | WIX COM LTD | $81,055 | +44.8% | 316,348 | -43.0% | 13.10% | -7.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $64,953 | +19.3% | 45,948 | -1.8% | 10.50% | -23.6% |
| UPWK | New | UPWORK INC | $54,677 | – | 3,786,489 | +100.0% | 8.84% | – |
| PYPL | Sell | PAYPAL HLDGS INC | $43,371 | +78.7% | 248,927 | -1.8% | 7.01% | +14.4% |
| ROKU | Sell | ROKU INC | $39,900 | -7.5% | 342,401 | -30.5% | 6.45% | -40.8% |
| AVLR | Sell | AVALARA INC | $38,215 | -25.9% | 287,138 | -58.5% | 6.18% | -52.6% |
| AYX | Sell | ALTERYX INC | $34,968 | +7.8% | 212,858 | -37.6% | 5.65% | -31.0% |
| DESP | Sell | DESPEGAR 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
- 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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