Dorsey Asset Management, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings8 positions
 Meta Platforms, Inc. | 605,377 | $101M | 25.5% | $173.49 | -4.77% | 3 qtrssince 2019-Q3 | Increased Unranked |
 Wix.com Ltd. | 555,291 | $56M | 14.1% | — | — | 3 qtrssince 2019-Q3 | Increased 60 |
 Alphabet Inc. | 46,803 | $54.4M | 13.7% | $58.21 | -1.06% | 3 qtrssince 2019-Q3 | Increased 95 |
 AVALARA INC | 691,309 | $51.6M | 13.0% | — | — | 3 qtrssince 2019-Q3 | Decreased 0 |
 Roku, Inc. | 492,874 | $43.1M | 10.9% | — | — | — | Increased 77 |
 DESPEGAR COM CORP | 5.9M | $33.4M | 8.4% | — | — | 3 qtrssince 2019-Q3 | Increased 69 |
 ALTERYX INC - CLASS A | 340,895 | $32.4M | 8.2% | — | — | 3 qtrssince 2019-Q3 | Decreased 0 |
 PayPal Holdings, Inc. | 253,557 | $24.3M | 6.1% | $102.78 | -7.88% | 3 qtrssince 2019-Q3 | Decreased 0 |
Dorsey Asset Management, LLC manages $396.2M across 8 positions as of Q1 2020. Top holdings: META (25.5%), WIX (14.1%), GOOG (13.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Exited EBAY; increased 5, led by META (+157,340 shares); trimmed 3, led by PYPL (−181,590 shares). Top move: GOOG (INCREASED, conviction 95). Portfolio: $396M across 8 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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