$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 | Sell | FACEBOOK INCcl a | $158,872 | +9.2% | 606,612 | -5.3% | 23.61% | +0.4% |
| WIX | Buy | WIX COM LTD | $104,594 | +29.0% | 410,415 | +29.7% | 15.54% | +18.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $68,993 | +6.2% | 46,947 | +2.2% | 10.25% | -2.3% |
| UPWK | Buy | UPWORK INC | $68,894 | +26.0% | 3,950,351 | +4.3% | 10.24% | +15.9% |
| ROKU | Sell | ROKU INC | $57,277 | +43.6% | 303,373 | -11.4% | 8.51% | +32.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $50,113 | +15.5% | 254,341 | +2.2% | 7.45% | +6.2% |
| EBAY | New | EBAY INC. | $45,383 | – | 871,076 | +100.0% | 6.74% | – |
| SMAR | Sell | SMARTSHEET INC | $43,983 | -47.2% | 889,987 | -45.6% | 6.54% | -51.4% |
| AVLR | Buy | AVALARA INC | $37,360 | -2.2% | 293,390 | +2.2% | 5.55% | -10.1% |
| DESP | Sell | DESPEGAR COM CORP | $26,863 | -18.5% | 4,223,698 | -8.0% | 3.99% | -25.1% |
| AYX | Sell | ALTERYX INC | $10,695 | -69.4% | 94,189 | -55.8% | 1.59% | -71.9% |
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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