Dorsey Asset Management, LLC
Pat Dorsey · As of Q3 2019 · filed Nov 14, 2019
| META META PLATFORMS INC-CLASS A | 20.6% | Added +0.3% | 492,902 | $87.8M |
| AVLRUSD AVALARA INC | 15.0% | Reduced −13.2% | 948,414 | $63.8M |
| WIX WIX.COM LTD | 14.0% | Added +21.3% | 510,539 | $59.6M |
| DESP1EUR DESPEGAR.COM CORP | 11.0% | Added +33.1% | 4,136,242 | $46.8M |
| GOOG ALPHABET INC-CL C | 10.5% | Added +0.3% | 36,573 | $44.6M |
| PYPL PAYPAL HOLDINGS INC | 9.8% | Added +28.2% | 402,901 | $41.7M |
| EBAY EBAY INC | 7.9% | Added +0.3% | 864,932 | $33.7M |
| CMPREUR CIMPRESS NV | 5.9% | Reduced −32.8% | 189,480 | $25.0M |
| AYXEUR ALTERYX INC - CLASS A | 5.4% | New | 214,649 | $23.1M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AKX ANSYS INC | 90,565 | $18.6M |
| TTD TRADE DESK INC -CLASS A | 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.