Dorsey Asset Management as of June 30, 2020
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 10 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 23.5 | $146M | 641k | 227.07 | |
| Smartsheet Com Cl A (SMAR) | 13.5 | $83M | 1.6M | 50.92 | |
| Wix SHS (WIX) | 13.1 | $81M | 316k | 256.22 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.5 | $65M | 46k | 1413.62 | |
| Upwork (UPWK) | 8.8 | $55M | 3.8M | 14.44 | |
| Paypal Holdings (PYPL) | 7.0 | $43M | 249k | 174.23 | |
| Roku Com Cl A (ROKU) | 6.4 | $40M | 342k | 116.53 | |
| Avalara | 6.2 | $38M | 287k | 133.09 | |
| Alteryx Com Cl A | 5.7 | $35M | 213k | 164.28 | |
| Despegar Com Corp Ord Shs (DESP) | 5.3 | $33M | 4.6M | 7.18 |
