13F filing recap · Q1 2020

What did Dorsey Asset Management buy in Q1 2020?

Reported stock-position changes between this filing and the previous one.

Stock value

$396.19M

Positions

Estimated turnover

42.0%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Increased positions

METAMeta Platforms, Inc.$100.98Mreported value+157.3K shares+35.1%WIXWix.com Ltd.$55.98Mreported value+3.9K shares+0.7%GOOGAlphabet Inc.$54.42Mreported value+36.5K shares+352.5%ROKURoku, Inc.$43.12Mreported value+129.4K shares+35.6%DESPDespegar.com, Corp.$33.40Mreported value+891.4K shares+17.8%

Reduced positions

AVLRAvalara Inc$51.57Mreported value-540.3K shares-43.9%AYXAlteryx Inc$32.44Mreported value-137.0K shares-28.7%PYPLPayPal Holdings, Inc.$24.28Mreported value-181.6K shares-41.7%

Exited positions

EBAYEbay Inc.$33.73Mprior reported value-934.1K shares-100.0%