Dorsey Asset Management, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings9 positions
 Meta Platforms, Inc. | 492,902 | $87.8M | 20.6% | $176.39 | 0.00% | 1 qtr | First report 0 |
 AVALARA INC | 948,414 | $63.8M | 15.0% | — | — | 1 qtr | First report 0 |
 Wix.com Ltd. | 510,539 | $59.6M | 14.0% | — | — | 1 qtr | First report 0 |
 DESPEGAR COM CORP | 4.1M | $46.8M | 11.0% | — | — | 1 qtr | First report 0 |
 Alphabet Inc. | 36,573 | $44.6M | 10.5% | $60.38 | 0.00% | 1 qtr | First report 0 |
 PayPal Holdings, Inc. | 402,901 | $41.7M | 9.8% | $102.45 | 0.00% | 1 qtr | First report 0 |
 eBay Inc. | 864,932 | $33.7M | 7.9% | $34.76 | 0.00% | 1 qtr | First report 0 |
| 189,480 | $25M | 5.9% | $131.84 | -4.60% | 1 qtr | First report 0 | |
 ALTERYX INC - CLASS A | 214,649 | $23.1M | 5.4% | — | — | 1 qtr | First report 0 |
First report: nothing earlier to compare
Dorsey Asset Management, LLC manages $426.1M across 9 positions as of Q3 2019. Top holdings: META (20.6%), AVLR (15.0%), WIX (14.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
First quarter we have for this fund: 9 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $426M across 9 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
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