Dorsey Asset Management, LLC
Pat Dorsey · As of Q2 2021 · filed Aug 16, 2021
| META META PLATFORMS INC-CLASS A | 17.7% | Reduced −9.4% | 676,536 | $235.2M |
| SMARGBP SMARTSHEET INC-CLASS A | 17.5% | Added +17.7% | 3,202,198 | $231.6M |
| WIX WIX.COM LTD | 13.8% | Added +48.1% | 630,815 | $183.1M |
| EBAY EBAY INC | 12.1% | Added +18.0% | 2,283,476 | $160.3M |
| PYPL PAYPAL HOLDINGS INC | 12.1% | Added +18.0% | 548,880 | $160.0M |
| UPWK UPWORK INC | 9.5% | Added +17.6% | 2,151,378 | $125.4M |
| DIS WALT DISNEY CO | 9.4% | New | 709,571 | $124.7M |
| GOOG ALPHABET INC-CL C | 4.7% | Reduced −23.4% | 24,717 | $61.9M |
| DESP1EUR DESPEGAR.COM CORP | 3.3% | Reduced −28.4% | 3,320,397 | $43.9M |
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.