13F filing recap · Q1 2021
What did Dorsey Asset Management buy in Q1 2021?
Reported stock-position changes between this filing and the previous one.
Stock value
$956.11M
Positions
8
Estimated turnover
35.8%
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.$219.83Mreported value+135.2K shares+22.1%SMARSmartsheet Inc.$173.91Mreported value+1.43M shares+111.4%EBAYEbay Inc.$118.53Mreported value+384.3K shares+24.8%PYPLPayPal Holdings, Inc.$112.98Mreported value+209.0K shares+81.6%DESPDespegar.com, Corp.$63.23Mreported value+384.2K shares+9.0%