Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added−3.10
- trimmed−1.99
- added−0.14
- trimmed−2.02
- trimmed+1.67
Positions
| METAMeta Platforms, Inc. Class A | 18.58% | 482,132 | $79M | added+14% | −3.10 pp | 8 q |
| DGDollar General Corp. | 10.13% | 395,433 | $43M | trimmed−15% | −1.99 pp | 7 q |
| PYPLPayPal Holdings, Inc. | 9.36% | 454,717 | $40M | added+5% | −0.14 pp | 2 q |
| GOOGAlphabet Inc. Class C | 9.00% | 32,186 | $38M | trimmed−14% | −2.02 pp | 7 q |
| TTDThe Trade Desk, Inc. | 8.77% | 248,154 | $37M | trimmed−13% | +1.67 pp | 2 q |
| WIXWIX.com Ltd. | 8.24% | 293,877 | $35M | new | +8.24 pp | new |
| ROPRoper Technologies, Inc. | 6.98% | 100,607 | $30M | trimmed−2% | −0.51 pp | 8 q |
| WKWorkiva Inc. | 6.95% | 751,481 | $30M | added+8% | +2.45 pp | 7 q |
| SITESiteOne Landscape Supply, Inc. | 6.84% | 387,315 | $29M | trimmed−7% | −2.37 pp | 4 q |
| CMPRCimpress PLC (Ireland) | 6.22% | 194,346 | $27M | added+5% | −0.86 pp | 8 q |
| AKXAnsys Inc | 6.06% | 138,579 | $26M | trimmed−8% | −0.87 pp | 8 q |
| EBAYeBay Inc | 2.86% | 370,106 | $12M | added+5% | −0.51 pp | 3 q |