Dorsey Asset Management, LLC
Pat Dorsey · As of Q2 2019 · filed Aug 14, 2019
| META META PLATFORMS INC-CLASS A | 21.2% | Added +0.7% | 491,351 | $94.8M |
| AVLRUSD AVALARA INC | 17.6% | New | 1,093,272 | $78.9M |
| WIX WIX.COM LTD | 13.4% | Reduced −33.1% | 420,761 | $59.8M |
| DESP1EUR DESPEGAR.COM CORP | 9.6% | Added +33.7% | 3,107,036 | $43.2M |
| GOOG ALPHABET INC-CL C | 8.8% | Added +0.7% | 36,458 | $39.4M |
| PYPL PAYPAL HOLDINGS INC | 8.0% | Reduced −37.6% | 314,249 | $36.0M |
| EBAY EBAY INC | 7.6% | Added +0.7% | 862,208 | $34.1M |
| CMPREUR CIMPRESS NV | 5.7% | Reduced −30.2% | 281,853 | $25.6M |
| AKX ANSYS INC | 4.1% | Added +0.7% | 90,565 | $18.6M |
| TTD TRADE DESK INC -CLASS A | 3.8% | Reduced −51.8% | 74,957 | $17.1M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.