Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+3.98
- added+0.76
- added+2.87
- added+0.01
- added−1.09
Positions
| METAMeta Platforms, Inc. Class A | 23.55% | 370,017 | $65M | added+40% | +3.98 pp | 5 q |
| CMPRCimpress PLC (Ireland) | 11.66% | 269,645 | $32M | added+5% | +0.76 pp | 5 q |
| CHGGChegg, Inc. | 10.60% | 1,800,400 | $29M | added+50% | +2.87 pp | 2 q |
| DGDollar General Corp. | 9.79% | 291,725 | $27M | added+5% | +0.01 pp | 4 q |
| WKWorkiva Inc. | 9.21% | 1,193,539 | $26M | added+5% | −1.09 pp | 4 q |
| GOOGAlphabet Inc. Class C | 9.12% | 24,165 | $25M | added+5% | −0.47 pp | 4 q |
| ROPRoper Technologies, Inc. | 7.67% | 82,047 | $21M | added+5% | −0.59 pp | 5 q |
| AKXAnsys Inc | 7.50% | 140,856 | $21M | trimmed−9% | −0.78 pp | 5 q |
| YELPYelp Inc. | 6.61% | 436,934 | $18M | added+5% | −1.22 pp | 3 q |
| SITESiteOne Landscape Supply, Inc. | 4.29% | 155,033 | $12M | new | +4.29 pp | new |
| DSGXDescartes Systems Group Inc | — | −658,158 | — | exited | −7.77 pp | — |
