Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| METAMeta Platforms, Inc. Class A | 23.90% | 442,182 | $71M | added+20% | +0.35 pp | 6 q |
| EBAYeBay Inc | 12.33% | 905,600 | $36M | new | +12.33 pp | new |
| SITESiteOne Landscape Supply, Inc. | 10.82% | 415,269 | $32M | added×2.7 | +6.53 pp | 2 q |
| GOOGAlphabet Inc. Class C | 10.31% | 29,531 | $30M | added+22% | +1.19 pp | 5 q |
| DGDollar General Corp. | 9.88% | 312,275 | $29M | added+7% | +0.09 pp | 5 q |
| CMPRCimpress PLC (Ireland) | 9.68% | 184,938 | $29M | trimmed−31% | −1.98 pp | 6 q |
| WKWorkiva Inc. | 8.05% | 1,003,789 | $24M | trimmed−16% | −1.16 pp | 5 q |
| AKXAnsys Inc | 7.99% | 150,672 | $24M | added+7% | +0.49 pp | 6 q |
| ROPRoper Technologies, Inc. | 7.05% | 74,214 | $21M | trimmed−10% | −0.62 pp | 6 q |
| CHGGChegg, Inc. | — | −1,800,400 | — | exited | −10.60 pp | — |
| YELPYelp Inc. | — | −436,934 | — | exited | −6.61 pp | — |
