$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 | Sell | FACEBOOK INCcl a | $235,238 | +7.0% | 676,536 | -9.4% | 17.74% | -22.9% |
| SMAR | Buy | SMARTSHEET INC | $231,583 | +33.2% | 3,202,198 | +17.7% | 17.46% | -4.0% |
| WIX | Buy | WIX COM LTD | $183,113 | +53.9% | 630,815 | +48.1% | 13.81% | +11.0% |
| EBAY | Buy | EBAY INC. | $160,323 | +35.3% | 2,283,476 | +18.0% | 12.09% | -2.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $159,988 | +41.6% | 548,880 | +18.0% | 12.06% | +2.1% |
| UPWK | Buy | UPWORK INC | $125,404 | +53.1% | 2,151,378 | +17.6% | 9.46% | +10.4% |
| DIS | New | DISNEY WALT CO | $124,721 | – | 709,571 | +100.0% | 9.40% | – |
| GOOG | Sell | ALPHABET INCcap stk cl c | $61,949 | -7.2% | 24,717 | -23.4% | 4.67% | -33.1% |
| DESP | Sell | DESPEGAR COM CORP | $43,862 | -30.6% | 3,320,397 | -28.4% | 3.31% | -50.0% |
The following EDGAR filing(s) were analyzed to create this 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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