Dorsey Asset Management, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings9 positions
 Meta Platforms, Inc. | 448,037 | $92M | 18.1% | $176.39 | +15.26% | 2 qtrssince 2019-Q3 | Decreased 0 |
 AVALARA INC | 1.2M | $90.2M | 17.8% | — | — | 2 qtrssince 2019-Q3 | Increased 76 |
 Wix.com Ltd. | 551,405 | $67.5M | 13.3% | — | — | 2 qtrssince 2019-Q3 | Increased 65 |
 DESPEGAR COM CORP | 5M | $67.4M | 13.3% | — | — | 2 qtrssince 2019-Q3 | Increased 72 |
 Roku, Inc. | 363,488 | $48.7M | 9.6% | — | — | — | New 93 |
 ALTERYX INC - CLASS A | 477,906 | $47.8M | 9.4% | — | — | 2 qtrssince 2019-Q3 | Increased 95 |
 PayPal Holdings, Inc. | 435,147 | $47.1M | 9.3% | $102.78 | +4.08% | 2 qtrssince 2019-Q3 | Increased 64 |
 eBay Inc. | 934,115 | $33.7M | 6.6% | $34.58 | -6.51% | 2 qtrssince 2019-Q3 | Increased 64 |
 Alphabet Inc. | 10,343 | $13.8M | 2.7% | $60.38 | +9.68% | 2 qtrssince 2019-Q3 | Decreased 0 |
Dorsey Asset Management, LLC manages $508.2M across 9 positions as of Q4 2019. Top holdings: META (18.1%), AVLR (17.8%), WIX (13.3%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added ROKU; exited CMPR; increased 6, led by PYPL (+32,246 shares); trimmed 2, led by META (−44,865 shares). Top move: AYX (INCREASED, conviction 95). Portfolio: $508M across 9 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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