Dorsey Asset Management as of Sept. 30, 2020
Portfolio Holdings for Dorsey Asset Management
Dorsey Asset Management holds 11 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 23.6 | $159M | 607k | 261.90 | |
| Wix SHS (WIX) | 15.5 | $105M | 410k | 254.85 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.3 | $69M | 47k | 1469.59 | |
| Upwork (UPWK) | 10.2 | $69M | 4.0M | 17.44 | |
| Roku Com Cl A (ROKU) | 8.5 | $57M | 303k | 188.80 | |
| Paypal Holdings (PYPL) | 7.4 | $50M | 254k | 197.03 | |
| eBay (EBAY) | 6.7 | $45M | 871k | 52.10 | |
| Smartsheet Com Cl A (SMAR) | 6.5 | $44M | 890k | 49.42 | |
| Avalara | 5.6 | $37M | 293k | 127.34 | |
| Despegar Com Corp Ord Shs (DESP) | 4.0 | $27M | 4.2M | 6.36 | |
| Alteryx Com Cl A | 1.6 | $11M | 94k | 113.55 |
