Dorsey Asset Management Q2 2021 holdings

$1.33 Billion is the total value of Dorsey Asset Management's 9 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 12.5% .

 Value Shares↓ Weighting
FB SellFACEBOOK INCcl a$235,238
+7.0%
676,536
-9.4%
17.74%
-22.9%
SMAR BuySMARTSHEET INC$231,583
+33.2%
3,202,198
+17.7%
17.46%
-4.0%
WIX BuyWIX COM LTD$183,113
+53.9%
630,815
+48.1%
13.81%
+11.0%
EBAY BuyEBAY INC.$160,323
+35.3%
2,283,476
+18.0%
12.09%
-2.5%
PYPL BuyPAYPAL HLDGS INC$159,988
+41.6%
548,880
+18.0%
12.06%
+2.1%
UPWK BuyUPWORK INC$125,404
+53.1%
2,151,378
+17.6%
9.46%
+10.4%
DIS NewDISNEY WALT CO$124,721709,571
+100.0%
9.40%
GOOG SellALPHABET INCcap stk cl c$61,949
-7.2%
24,717
-23.4%
4.67%
-33.1%
DESP SellDESPEGAR COM CORP$43,862
-30.6%
3,320,397
-28.4%
3.31%
-50.0%

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