Dorsey Asset Management, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings10 positions
 Meta Platforms, Inc. | 640,771 | $145.5M | 23.5% | $176.33 | +27.56% | 4 qtrssince 2019-Q3 | Increased 65 |
 SMARTSHEET INC | 1.6M | $83.3M | 13.5% | — | — | 1 qtr | New 95 |
 Wix.com Ltd. | 316,348 | $81.1M | 13.1% | — | — | 4 qtrssince 2019-Q3 | Decreased 0 |
 Alphabet Inc. | 45,948 | $65M | 10.5% | $58.21 | +20.28% | 4 qtrssince 2019-Q3 | Decreased 0 |
 Upwork Inc. | 3.8M | $54.7M | 8.8% | $14.44 | 0.00% | 1 qtr | New 94 |
 PayPal Holdings, Inc. | 248,927 | $43.4M | 7.0% | $102.78 | +67.64% | 4 qtrssince 2019-Q3 | Decreased 0 |
 Roku, Inc. | 342,401 | $39.9M | 6.4% | — | — | — | Decreased 0 |
 AVALARA INC | 287,138 | $38.2M | 6.2% | — | — | 4 qtrssince 2019-Q3 | Decreased 0 |
 ALTERYX INC - CLASS A | 212,858 | $35M | 5.7% | — | — | 4 qtrssince 2019-Q3 | Decreased 0 |
 DESPEGAR COM CORP | 4.6M | $33M | 5.3% | — | — | 4 qtrssince 2019-Q3 | Decreased 0 |
Dorsey Asset Management, LLC manages $618.9M across 10 positions as of Q2 2020. Top holdings: META (23.5%), SMAR (13.5%), WIX (13.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added SMAR and UPWK; increased 1, led by META (+35,394 shares); trimmed 7, led by ROKU (−150,473 shares). Top move: SMAR (NEW, conviction 95). Portfolio: $619M across 10 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Position Outcomes
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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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