Dorsey Asset Management, LLC
Pat Dorsey · As of Q3 2021 · filed Nov 15, 2021
| META META PLATFORMS INC-CLASS A | 17.0% | Reduced −14.9% | 575,491 | $195.3M |
| SMARGBP SMARTSHEET INC-CLASS A | 16.7% | Reduced −13.4% | 2,773,894 | $190.9M |
| WIX WIX.COM LTD | 14.5% | Added +34.4% | 847,847 | $166.2M |
| PYPL PAYPAL HOLDINGS INC | 12.9% | Added +3.6% | 568,745 | $148.0M |
| DIS WALT DISNEY CO | 11.5% | Added +9.6% | 777,753 | $131.6M |
| EBAY EBAY INC | 10.1% | Reduced −27.4% | 1,658,432 | $115.5M |
| UPWK UPWORK INC | 6.4% | Reduced −24.7% | 1,619,966 | $72.9M |
| GOOG ALPHABET INC-CL C | 5.8% | Added +0.8% | 24,909 | $66.4M |
| 628 SEMRUSH HOLDINGS INC-A | 5.1% | New | 2,550,725 | $58.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DESP1EUR DESPEGAR.COM CORP | 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.