Dorsey Asset Management, LLC
Pat Dorsey · As of Q4 2019 · filed Feb 14, 2020
| META META PLATFORMS INC-CLASS A | 18.1% | Reduced −9.1% | 448,037 | $92.0M |
| AVLRUSD AVALARA INC | 17.8% | Added +29.9% | 1,231,614 | $90.2M |
| WIX WIX.COM LTD | 13.3% | Added +8.0% | 551,405 | $67.5M |
| DESP1EUR DESPEGAR.COM CORP | 13.3% | Added +20.9% | 4,999,428 | $67.4M |
| ROKU ROKU INC | 9.6% | New | 363,488 | $48.7M |
| AYXEUR ALTERYX INC - CLASS A | 9.4% | Added +122.6% | 477,906 | $47.8M |
| PYPL PAYPAL HOLDINGS INC | 9.3% | Added +8.0% | 435,147 | $47.1M |
| EBAY EBAY INC | 6.6% | Added +8.0% | 934,115 | $33.7M |
| GOOG ALPHABET INC-CL C | 2.7% | Reduced −71.7% | 10,343 | $13.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CMPREUR CIMPRESS NV | 189,480 | $25.0M |
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.