Dorsey Asset Management, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings11 positions
 Meta Platforms, Inc. | 606,612 | $158.9M | 23.6% | $176.33 | +47.12% | 5 qtrssince 2019-Q3 | Decreased 0 |
 Wix.com Ltd. | 410,415 | $104.6M | 15.5% | — | — | 5 qtrssince 2019-Q3 | Increased 76 |
 Alphabet Inc. | 46,947 | $69M | 10.3% | $58.52 | +24.39% | 5 qtrssince 2019-Q3 | Increased 62 |
 Upwork Inc. | 4M | $68.9M | 10.2% | $14.56 | +19.74% | 2 qtrssince 2020-Q2 | Increased 63 |
 Roku, Inc. | 303,373 | $57.3M | 8.5% | — | — | — | Decreased 0 |
 PayPal Holdings, Inc. | 254,341 | $50.1M | 7.4% | $104.74 | +86.03% | 5 qtrssince 2019-Q3 | Increased 61 |
 eBay Inc. | 871,076 | $45.4M | 6.7% | $47.16 | 0.00% | 1 qtr | New 93 |
 SMARTSHEET INC | 889,987 | $44M | 6.5% | — | — | 2 qtrssince 2020-Q2 | Decreased 0 |
 AVALARA INC | 293,390 | $37.4M | 5.6% | — | — | 5 qtrssince 2019-Q3 | Increased 61 |
 DESPEGAR COM CORP | 4.2M | $26.9M | 4.0% | — | — | 5 qtrssince 2019-Q3 | Decreased 0 |
 ALTERYX INC - CLASS A | 94,189 | $10.7M | 1.6% | — | — | 5 qtrssince 2019-Q3 | Decreased 0 |
Dorsey Asset Management, LLC manages $673M across 11 positions as of Q3 2020. Top holdings: META (23.6%), WIX (15.5%), GOOG (10.3%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added EBAY; increased 5, led by UPWK (+163,862 shares); trimmed 5, led by META (−34,159 shares). Top move: EBAY (NEW, conviction 93). Portfolio: $673M across 11 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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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