Dorsey Asset Management Q3 2021 holdings

The total value of Dorsey Asset Management's holdings in Q3 2021 was $1.15 Billion. Dorsey Asset Management reported 9 holdings. The portfolio turnover from Q3 2021 to Q2 2021 was 22.2% .

Dorsey Asset Management Q3 2021 holdings
 Value Shares↓ Weighting
FB SellFACEBOOK INCcl a$195,316
-17.0%
575,491
-14.9%
17.05%
-3.9%
SMAR SellSMARTSHEET INC$190,899
-17.6%
2,773,894
-13.4%
16.66%
-4.6%
WIX BuyWIX COM LTD$166,153
-9.3%
847,847
+34.4%
14.50%
+5.0%
PYPL BuyPAYPAL HLDGS INC$147,993
-7.5%
568,745
+3.6%
12.92%
+7.1%
DIS BuyDISNEY WALT CO$131,572
+5.5%
777,753
+9.6%
11.48%
+22.1%
EBAY SellEBAY INC.$115,543
-27.9%
1,658,432
-27.4%
10.09%
-16.6%
UPWK SellUPWORK INC$72,947
-41.8%
1,619,966
-24.7%
6.37%
-32.7%
GOOG BuyALPHABET INCcap stk cl c$66,390
+7.2%
24,909
+0.8%
5.80%
+24.1%
SEMR NewSEMRUSH HLDGS INC$58,8202,550,7255.13%
DESP ExitDESPEGAR COM CORP$0-3,320,397-3.31%

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