Top Funds / Dorsey Asset Management, LLC


Pat Dorsey

2021Q2 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2021Q1 $ vs. 2021Q1
Facebook Inc CL A 676,536 $235,238,000 17.74% -69,842 +$15,407,000
SMARTSHEET INC CL A 3,202,198 $231,583,000 17.46% +481,400 +$57,670,000
Wix.com Ltd. 630,815 $183,113,000 13.81% +204,813 +$64,165,000
EBAY INC 2,283,476 $160,323,000 12.09% +347,900 +$41,788,000
PayPal Holdings, Inc. 548,880 $159,988,000 12.06% +83,614 +$47,003,000
Upwork Inc. 2,151,378 $125,404,000 9.46% +321,906 +$43,499,000
Walt Disney Co 709,571 $124,721,000 9.40% New +$124,721,000
Alphabet Inc. CAP STK CL C 24,717 $61,949,000 4.67% -7,554 -$4,808,000
Despegar.com, Corp. 3,320,397 $43,862,000 3.31% -1,319,037 -$19,373,000