$764 Million is the total value of Dorsey Asset Management's 9 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Buy | FACEBOOK INCcl a | $166,936 | +5.1% | 611,130 | +0.7% | 21.84% | -7.5% |
| WIX | Buy | WIX COM LTD | $125,091 | +19.6% | 500,446 | +21.9% | 16.37% | +5.3% |
| SMAR | Buy | SMARTSHEET INC | $89,189 | +102.8% | 1,287,190 | +44.6% | 11.67% | +78.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $82,852 | +20.1% | 47,293 | +0.7% | 10.84% | +5.7% |
| EBAY | Buy | EBAY INC. | $77,953 | +71.8% | 1,551,307 | +78.1% | 10.20% | +51.3% |
| UPWK | Sell | UPWORK INC | $65,110 | -5.5% | 1,886,146 | -52.3% | 8.52% | -16.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $60,012 | +19.8% | 256,241 | +0.7% | 7.85% | +5.4% |
| DESP | Buy | DESPEGAR COM CORP | $54,509 | +102.9% | 4,255,213 | +0.7% | 7.13% | +78.7% |
| ROKU | Sell | ROKU INC | $42,698 | -25.5% | 128,601 | -57.6% | 5.59% | -34.4% |
| AYX | Exit | ALTERYX INC | $0 | – | -94,189 | -100.0% | -1.59% | – |
| AVLR | Exit | AVALARA INC | $0 | – | -293,390 | -100.0% | -5.55% | – |
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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