Dorsey Asset Management, LLC
SuperinvestorDorsey Asset Management
- SEC CIK
- 0001671657
- Manager
- Pat Dorsey
- Style
- Quality
Holdings, Q1 2021
Positions as of Mar 31, 2021, filed May 14, 2021.SEC
- Positions
- 8
- No filing for Q4 2020
- Total value
- $956.11M
- No filing for Q4 2020
Positions
Long positions only. Changes compare share counts with Q4 2020.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| METAMETA PLATFORMS INC CL A | Stock | 746,378 | $219.83M | 22.99% | +746,378 | New | View |
| SMARTSHEET INC83200N103 | COM CL A | 2,720,798 | $173.91M | 18.19% | +2,720,798 | New | – |
| WIXWIX COM LTD | SHS | 426,002 | $118.95M | 12.44% | +426,002 | New | View |
| EBAYEBAY INC. | COM | 1,935,576 | $118.54M | 12.40% | +1,935,576 | New | View |
| PYPLPAYPAL HLDGS INC COM | Stock | 465,266 | $112.99M | 11.82% | +465,266 | New | View |
| UPWKUPWORK INC | COM | 1,829,472 | $81.91M | 8.57% | +1,829,472 | New | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 32,271 | $66.76M | 6.98% | +32,271 | New | View |
| DESPEGAR COM CORPG27358103 | ORD SHS | 4,639,434 | $63.24M | 6.61% | +4,639,434 | New | – |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 11 | $1.56B | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 11 | $1.26B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 10 | $1.15B | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 9 | $1.11B | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 10 | $1.12B | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 11 | $943.61M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 11 | $970.04M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 12 | $927.64M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 14, 2024 | 11 | $839.4M | vs. Q1 2024 | SEC |
| Q1 2024 | May 15, 2024 | 10 | $860.17M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 9 | $777.95M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 10 | $765.87M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 10 | $755.23M | vs. Q1 2023 | SEC |
| Q1 2023 | Jul 20, 2023Amended | 9 | $881.98M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 9 | $687.86M | vs. Q3 2022 | SEC |
| Q3 2022 | Jul 20, 2023Amended | 10 | $825.15M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 10 | $801.08M | vs. Q1 2022 | SEC |
| Q1 2022 | May 13, 2022 | 11 | $1.04B | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 10 | $1.17B | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 9 | $1.15B | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 16, 2021 | 9 | $1.33B | vs. Q1 2021 | SEC |
| Q1 2021 | May 14, 2021 | 8 | $956.11M | – | SEC |