Dorsey Asset Management, LLC
Pat Dorsey · As of Q3 2020 · filed Nov 13, 2020
| META META PLATFORMS INC-CLASS A | 23.6% | Reduced −5.3% | 606,612 | $158.9M |
| WIX WIX.COM LTD | 15.5% | Added +29.7% | 410,415 | $104.6M |
| GOOG ALPHABET INC-CL C | 10.3% | Added +2.2% | 46,947 | $69.0M |
| UPWK UPWORK INC | 10.2% | Added +4.3% | 3,950,351 | $68.9M |
| ROKU ROKU INC | 8.5% | Reduced −11.4% | 303,373 | $57.3M |
| PYPL PAYPAL HOLDINGS INC | 7.4% | Added +2.2% | 254,341 | $50.1M |
| EBAY EBAY INC | 6.7% | New | 871,076 | $45.4M |
| SMARGBP SMARTSHEET INC-CLASS A | 6.5% | Reduced −45.6% | 889,987 | $44.0M |
| AVLRUSD AVALARA INC | 5.6% | Added +2.2% | 293,390 | $37.4M |
| DESP1EUR DESPEGAR.COM CORP | 4.0% | Reduced −8.0% | 4,223,698 | $26.9M |
| AYXEUR ALTERYX INC - CLASS A | 1.6% | Reduced −55.8% | 94,189 | $10.7M |
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.