Dorsey Asset Management Q3 2020 holdings

$673 Million is the total value of Dorsey Asset Management's 11 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 10.0% .

 Value Shares↓ Weighting
FB SellFACEBOOK INCcl a$158,872
+9.2%
606,612
-5.3%
23.61%
+0.4%
WIX BuyWIX COM LTD$104,594
+29.0%
410,415
+29.7%
15.54%
+18.7%
GOOG BuyALPHABET INCcap stk cl c$68,993
+6.2%
46,947
+2.2%
10.25%
-2.3%
UPWK BuyUPWORK INC$68,894
+26.0%
3,950,351
+4.3%
10.24%
+15.9%
ROKU SellROKU INC$57,277
+43.6%
303,373
-11.4%
8.51%
+32.0%
PYPL BuyPAYPAL HLDGS INC$50,113
+15.5%
254,341
+2.2%
7.45%
+6.2%
EBAY NewEBAY INC.$45,383871,076
+100.0%
6.74%
SMAR SellSMARTSHEET INC$43,983
-47.2%
889,987
-45.6%
6.54%
-51.4%
AVLR BuyAVALARA INC$37,360
-2.2%
293,390
+2.2%
5.55%
-10.1%
DESP SellDESPEGAR COM CORP$26,863
-18.5%
4,223,698
-8.0%
3.99%
-25.1%
AYX SellALTERYX INC$10,695
-69.4%
94,189
-55.8%
1.59%
-71.9%

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