Pat Dorsey

Dorsey Asset Management, LLC

as of Mar 31, 2020 · filed May 15, 2020 · 45-day reporting lag · historical report

Source filings

Portfolio value$0.4BNo previous quarter available

Positions80 new · 0 sold

Top 577.3%largest META at 25.5%

Largest move—no previous quarter available

Concentration

How much of the portfolio the biggest positions add up to. Hover the curve, or focus it and use the arrow keys, to inspect each rank.

One block per imported quarter, oldest at the left. A full row means held in all of them, not that the position began there.

25%held throughout

No earlier quarter to measure against.

This is the earliest available report, so there is no previous quarter to compare.

Reported price is value divided by shares, the manager’s quarter-end mark rather than a traded price.

Sorted by portfolio weight, high to low

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Reported holdings for Q1 2020

METAMETA PLATFORMS INC-CLASS ACommunication Services	25.5%	Unchanged	605,377	$166.80	$101.0M
Ticker unavailableWIX COM LTDUnclassified	14.1%	Unchanged	555,291	$100.82	$56.0M
GOOGALPHABET INC-CL CCommunication Services	13.7%	Unchanged	46,803	$1162.81	$54.4M
AVLRUSDAVALARA INCUnclassified	13.0%	Unchanged	691,309	$74.60	$51.6M
ROKUROKU INCCommunication Services	10.9%	Unchanged	492,874	$87.48	$43.1M
Ticker unavailableDESPEGAR COM CORPUnclassified	8.4%	Unchanged	5,890,786	$5.67	$33.4M
AYXEURALTERYX INC - CLASS AUnclassified	8.2%	Unchanged	340,895	$95.17	$32.4M
PYPLPAYPAL HOLDINGS INCFinancials	6.1%	Unchanged	253,557	$95.74	$24.3M