Dorsey Asset Management Q1 2021 holdings

$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 BuyFACEBOOK INCcl a$219,831
+31.7%
746,378
+22.1%
22.99%
+5.3%
SMAR BuySMARTSHEET INC$173,913
+95.0%
2,720,798
+111.4%
18.19%
+55.9%
WIX SellWIX COM LTD$118,948
-4.9%
426,002
-14.9%
12.44%
-24.0%
EBAY BuyEBAY INC.$118,535
+52.1%
1,935,576
+24.8%
12.40%
+21.6%
PYPL BuyPAYPAL HLDGS INC$112,985
+88.3%
465,266
+81.6%
11.82%
+50.5%
UPWK SellUPWORK INC$81,905
+25.8%
1,829,472
-3.0%
8.57%
+0.6%
GOOG SellALPHABET INCcap stk cl c$66,757
-19.4%
32,271
-31.8%
6.98%
-35.6%
DESP BuyDESPEGAR COM CORP$63,235
+16.0%
4,639,434
+9.0%
6.61%
-7.3%
ROKU ExitROKU 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

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EDGAR filings