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Dorsey Asset Management's Portfolio and 13F Filing
| Value: | $399.15M |
| Website: | www.dorseyasset.com |
| CIK: | 0001671657 |
| Phone: | 312-982-2543 |
| Address: | 150 North Wacker Dr. Suite 960, Chicago, IL (60606) |
| Latest 13F Filing: | 2020-10-01 |
| # | Stock Name | Symbol | Current Price | Previous Holdings (# Shares) |
Current Holdings (# Shares) |
Current Value | Percent |
|---|---|---|---|---|---|---|---|
| 1 | Facebook, Inc. | FB | $208.28 | N/A | 640,771 | $133,459,784 | 33.44% |
| 2 | Smartsheet Inc. Class A | SMAR | $38.48 | N/A | 1,635,037 | $62,916,224 | 15.76% |
| 3 | Despegar.com, Corp. Ordinary Sh | DESP | $12.07 | N/A | 4,592,541 | $55,431,970 | 13.89% |
| 4 | UPWORK INC | UPWK | $11.96 | N/A | 3,786,489 | $45,286,408 | 11.35% |
| 5 | Wix.com Ltd. - Ordinary Shares | WIX | $118.99 | N/A | 316,348 | $37,642,249 | 9.43% |
| 6 | Roku, Inc. | ROKU | $59.13 | N/A | 342,401 | $20,246,171 | 5.07% |
| 7 | Avalara, Inc. | AVLR | $69.98 | N/A | 287,138 | $20,093,917 | 5.03% |
| 8 | PayPal Holdings, Inc. | PYPL | $66.14 | N/A | 248,927 | $16,464,032 | 4.12% |
| 9 | Alphabet Inc. | GOOG | $165.57 | N/A | 45,948 | $7,607,610 | 1.91% |
| 10 | Alteryx, Inc. Class A | AYX | $0.00 | N/A | 212,858 | $0 | 0.00% |
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