Dorsey Asset Management, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings8 positions
 Meta Platforms, Inc. | 746,378 | $219.8M | 23.0% | $197.81 | +47.48% | 7 qtrssince 2019-Q3 | Increased 75 |
 SMARTSHEET INC | 2.7M | $173.9M | 18.2% | — | — | 4 qtrssince 2020-Q2 | Increased 98 |
 Wix.com Ltd. | 426,002 | $118.9M | 12.4% | — | — | 7 qtrssince 2019-Q3 | Decreased 0 |
 eBay Inc. | 1.9M | $118.5M | 12.4% | $48.34 | +15.41% | 3 qtrssince 2020-Q3 | Increased 75 |
 PayPal Holdings, Inc. | 465,266 | $113M | 11.8% | $166.10 | +44.59% | 7 qtrssince 2019-Q3 | Increased 93 |
 Upwork Inc. | 1.8M | $81.9M | 8.6% | $14.56 | +207.39% | 4 qtrssince 2020-Q2 | Decreased 0 |
 Alphabet Inc. | 32,271 | $66.8M | 7.0% | $58.73 | +74.47% | 7 qtrssince 2019-Q3 | Decreased 0 |
 DESPEGAR COM CORP | 4.6M | $63.2M | 6.6% | — | — | 7 qtrssince 2019-Q3 | Increased 66 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2020-Q3 | $673,027,000 | 57.9534466735% |
| 2020-Q4 | $764,350,000 | 13.5689950032% |
| 2021-Q1 | $956,109,000 | 25.0878524236% |
Dorsey Asset Management, LLC manages $956.1M across 8 positions as of Q1 2021. Top holdings: META (23.0%), SMAR (18.2%), WIX (12.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Exited ROKU; increased 5, led by PYPL (+209,025 shares); trimmed 3, led by UPWK (−56,674 shares). Top move: SMAR (INCREASED, conviction 98). Portfolio: $956M across 8 positions.
Top holdings by portfolio weight
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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
Verify source filings on SEC EDGAR