Dorsey Asset Management Q4 2020 holdings

$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 BuyFACEBOOK INCcl a$166,936
+5.1%
611,130
+0.7%
21.84%
-7.5%
WIX BuyWIX COM LTD$125,091
+19.6%
500,446
+21.9%
16.37%
+5.3%
SMAR BuySMARTSHEET INC$89,189
+102.8%
1,287,190
+44.6%
11.67%
+78.6%
GOOG BuyALPHABET INCcap stk cl c$82,852
+20.1%
47,293
+0.7%
10.84%
+5.7%
EBAY BuyEBAY INC.$77,953
+71.8%
1,551,307
+78.1%
10.20%
+51.3%
UPWK SellUPWORK INC$65,110
-5.5%
1,886,146
-52.3%
8.52%
-16.8%
PYPL BuyPAYPAL HLDGS INC$60,012
+19.8%
256,241
+0.7%
7.85%
+5.4%
DESP BuyDESPEGAR COM CORP$54,509
+102.9%
4,255,213
+0.7%
7.13%
+78.7%
ROKU SellROKU INC$42,698
-25.5%
128,601
-57.6%
5.59%
-34.4%
AYX ExitALTERYX INC$0-94,189
-100.0%
-1.59%
AVLR ExitAVALARA 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

Compare quarterly holdings

Export Dorsey Asset Management's holdings

EDGAR filings