13F filing recap · Q3 2021

What did Dorsey Asset Management buy in Q3 2021?

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

Stock value

$1.15B

Positions

Estimated turnover

23.8%

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.

New positions

SEMRSemrush Holdings, Inc.$58.82Mreported value+2.55M shares

Increased positions

WIXWix.com Ltd.$166.15Mreported value+217.0K shares+34.4%PYPLPayPal Holdings, Inc.$147.99Mreported value+19.9K shares+3.6%DISWalt Disney Co/$131.57Mreported value+68.2K shares+9.6%GOOGAlphabet Inc.$66.39Mreported value+192 shares

Reduced positions

METAMeta Platforms, Inc.$195.32Mreported value-101.0K shares-14.9%SMARSmartsheet Inc.$190.90Mreported value-428.3K shares-13.4%EBAYEbay Inc.$115.54Mreported value-625.0K shares-27.4%UPWKUpwork Inc.$72.95Mreported value-531.4K shares

Exited positions

DESPDespegar.com, Corp.$43.86Mprior reported value-3.32M shares-100.0%