13F filing recap · Q2 2021

What did Dorsey Asset Management buy in Q2 2021?

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

Stock value

$1.33B

Positions

Estimated turnover

30.4%

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.

New positions

DISWalt Disney Co/$124.72Mreported value+709.6K shares

Increased positions

SMARSmartsheet Inc.$231.58Mreported value+481.4K shares+17.7%WIXWix.com Ltd.$183.11Mreported value+204.8K shares+48.1%EBAYEbay Inc.$160.32Mreported value+347.9K shares+18.0%PYPLPayPal Holdings, Inc.$159.99Mreported value+83.6K shares

Reduced positions

METAMeta Platforms, Inc.$235.24Mreported value-69.8K shares-9.4%GOOGAlphabet Inc.$61.95Mreported value-7.6K shares-23.4%DESPDespegar.com, Corp.$43.86Mreported value-1.32M shares-28.4%