Top Funds / Dorsey Asset Management, LLC


Pat Dorsey

2021Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q4 $ vs. 2020Q4
Facebook Inc CL A 746,378 $219,831,000 22.99% +135,248 +$52,895,000
SMARTSHEET INC CL A 2,720,798 $173,913,000 18.19% +1,433,608 +$84,724,000
Wix.com Ltd. 426,002 $118,948,000 12.44% -74,444 -$6,143,000
EBAY INC 1,935,576 $118,535,000 12.40% +384,269 +$40,582,000
PayPal Holdings, Inc. 465,266 $112,985,000 11.82% +209,025 +$52,973,000
Upwork Inc. 1,829,472 $81,905,000 8.57% -56,674 +$16,795,000
Alphabet Inc. CAP STK CL C 32,271 $66,757,000 6.98% -15,022 -$16,095,000
Despegar.com, Corp. 4,639,434 $63,235,000 6.61% +384,221 +$8,726,000
ROKU, INC CL A 0 $0 0% Closed -$42,698,000