Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+0.85
- trimmed−0.51
- added+4.53
- trimmed+0.36
- trimmed−0.24
Positions
| METAMeta Platforms, Inc. Class A | 19.57% | 264,087 | $45M | trimmed−0% | +0.85 pp | 4 q |
| CMPRCimpress PLC (Ireland) | 10.90% | 257,245 | $25M | trimmed−0% | −0.51 pp | 4 q |
| WKWorkiva Inc. | 10.30% | 1,138,749 | $24M | added+76% | +4.53 pp | 3 q |
| DGDollar General Corp. | 9.78% | 278,325 | $23M | trimmed−0% | +0.36 pp | 3 q |
| GOOGAlphabet Inc. Class C | 9.59% | 23,055 | $22M | trimmed−0% | −0.24 pp | 3 q |
| AKXAnsys Inc | 8.28% | 155,606 | $19M | trimmed−0% | −0.61 pp | 4 q |
| ROPRoper Technologies, Inc. | 8.26% | 78,287 | $19M | trimmed−0% | −0.25 pp | 4 q |
| YELPYelp Inc. | 7.83% | 416,874 | $18M | trimmed−43% | −2.54 pp | 2 q |
| DSGXDescartes Systems Group Inc | 7.77% | 658,158 | $18M | trimmed−0% | +0.27 pp | 4 q |
| CHGGChegg, Inc. | 7.73% | 1,200,700 | $18M | new | +7.73 pp | new |
| unresolvedBrookfield Asset Mgmt Inc | — | −520,454 | — | exited | −9.58 pp | — |