13F filing recap · Q4 2020

What did Dorsey Asset Management buy in Q4 2020?

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

Stock value

$764.35M

Positions

Estimated turnover

36.8%

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.$166.94Mreported value+4.5K shares+0.7%WIXWix.com Ltd.$125.09Mreported value+90.0K shares+21.9%SMARSmartsheet Inc.$89.19Mreported value+397.2K shares+44.6%GOOGAlphabet Inc.$82.85Mreported value+346 shares+0.7%EBAYEbay Inc.$77.95Mreported value+680.2K shares+78.1%PYPLPayPal Holdings, Inc.$60.01Mreported value+1.9K shares+0.7%DESPDespegar.com, Corp.$54.51Mreported value+31.5K shares+0.7%

Reduced positions

UPWKUpwork Inc.$65.11Mreported value-2.06M shares-52.3%ROKURoku, Inc.$42.70Mreported value-174.8K shares-57.6%

Exited positions

AVLRAvalara Inc$37.36Mprior reported value-293.4K shares-100.0%AYXAlteryx Inc$10.70Mprior reported value-94.2K shares-100.0%