Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+0.36
- held
- new+10.37
- held
Positions
| METAMeta Platforms, Inc. Class A | 18.72% | 264,159 | $40M | added+16% | +0.36 pp | 3 q |
| CMPRCimpress PLC (Ireland) | 11.41% | 257,326 | $24M | held | — | 3 q |
| YELPYelp Inc. | 10.37% | 736,000 | $22M | new | +10.37 pp | new |
| GOOGAlphabet Inc. Class C | 9.83% | 23,061 | $21M | held | — | 2 q |
| unresolvedBrookfield Asset Mgmt Inc | 9.58% | 520,454 | $20M | held | — | 3 q |
| DGDollar General Corp. | 9.42% | 278,400 | $20M | held | — | 2 q |
| AKXAnsys Inc | 8.89% | 155,651 | $19M | held | — | 3 q |
| ROPRoper Technologies, Inc. | 8.51% | 78,305 | $18M | trimmed−13% | −2.03 pp | 3 q |
| DSGXDescartes Systems Group Inc | 7.50% | 658,340 | $16M | trimmed−22% | −3.39 pp | 3 q |
| WKWorkiva Inc. | 5.77% | 645,973 | $12M | held | — | 2 q |
