$956 Million is the total value of Dorsey Asset Management's 8 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Buy | FACEBOOK INCcl a | $219,831 | +31.7% | 746,378 | +22.1% | 22.99% | +5.3% |
| SMAR | Buy | SMARTSHEET INC | $173,913 | +95.0% | 2,720,798 | +111.4% | 18.19% | +55.9% |
| WIX | Sell | WIX COM LTD | $118,948 | -4.9% | 426,002 | -14.9% | 12.44% | -24.0% |
| EBAY | Buy | EBAY INC. | $118,535 | +52.1% | 1,935,576 | +24.8% | 12.40% | +21.6% |
| PYPL | Buy | PAYPAL HLDGS INC | $112,985 | +88.3% | 465,266 | +81.6% | 11.82% | +50.5% |
| UPWK | Sell | UPWORK INC | $81,905 | +25.8% | 1,829,472 | -3.0% | 8.57% | +0.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $66,757 | -19.4% | 32,271 | -31.8% | 6.98% | -35.6% |
| DESP | Buy | DESPEGAR COM CORP | $63,235 | +16.0% | 4,639,434 | +9.0% | 6.61% | -7.3% |
| ROKU | Exit | ROKU INC | $0 | – | -128,601 | -100.0% | -5.59% | – |
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
- Similar filers BETA
Compare quarterly holdings
Export Dorsey Asset Management's holdings