Dorsey Asset Management, LLC
Pat Dorsey · As of Q4 2020 · filed Feb 16, 2021
| META META PLATFORMS INC-CLASS A | 21.8% | Added +0.7% | 611,130 | $166.9M |
| WIX WIX.COM LTD | 16.4% | Added +21.9% | 500,446 | $125.1M |
| SMARGBP SMARTSHEET INC-CLASS A | 11.7% | Added +44.6% | 1,287,190 | $89.2M |
| GOOG ALPHABET INC-CL C | 10.8% | Added +0.7% | 47,293 | $82.9M |
| EBAY EBAY INC | 10.2% | Added +78.1% | 1,551,307 | $78.0M |
| UPWK UPWORK INC | 8.5% | Reduced −52.3% | 1,886,146 | $65.1M |
| PYPL PAYPAL HOLDINGS INC | 7.9% | Added +0.7% | 256,241 | $60.0M |
| DESP1EUR DESPEGAR.COM CORP | 7.1% | Added +0.7% | 4,255,213 | $54.5M |
| ROKU ROKU INC | 5.6% | Reduced −57.6% | 128,601 | $42.7M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AVLRUSD AVALARA INC | 293,390 | $37.4M |
| AYXEUR ALTERYX INC - CLASS A | 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.