Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−2.22
- added+2.24
- added+0.71
- new+9.50
- added−1.61
Positions
| METAMeta Platforms, Inc. Class A | 21.68% | 422,382 | $82M | trimmed−4% | −2.22 pp | 7 q |
| DGDollar General Corp. | 12.12% | 465,375 | $46M | added+49% | +2.24 pp | 6 q |
| GOOGAlphabet Inc. Class C | 11.02% | 37,411 | $42M | added+27% | +0.71 pp | 6 q |
| PYPLPayPal Holdings, Inc. | 9.50% | 432,105 | $36M | new | +9.50 pp | new |
| SITESiteOne Landscape Supply, Inc. | 9.21% | 415,378 | $35M | added0% | −1.61 pp | 3 q |
| ROPRoper Technologies, Inc. | 7.49% | 102,739 | $28M | added+38% | +0.44 pp | 7 q |
| TTDThe Trade Desk, Inc. | 7.10% | 286,708 | $27M | new | +7.10 pp | new |
| CMPRCimpress PLC (Ireland) | 7.08% | 184,980 | $27M | added0% | −2.60 pp | 7 q |
| AKXAnsys Inc | 6.93% | 150,704 | $26M | added0% | −1.06 pp | 7 q |
| WKWorkiva Inc. | 4.50% | 698,448 | $17M | trimmed−30% | −3.55 pp | 6 q |
| EBAYeBay Inc | 3.37% | 351,761 | $13M | trimmed−61% | −8.96 pp | 2 q |