Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+4.80
- added+6.76
- added+1.81
- added+2.12
- added+0.89
Positions
| METAMeta Platforms, Inc. Class A | 23.38% | 641,674 | $84M | added+33% | +4.80 pp | 9 q |
| WIXWIX.com Ltd. | 15.00% | 597,595 | $54M | added×2.0 | +6.76 pp | 2 q |
| PYPLPayPal Holdings, Inc. | 11.17% | 477,944 | $40M | added+5% | +1.81 pp | 3 q |
| TTDThe Trade Desk, Inc. | 10.89% | 337,646 | $39M | added+36% | +2.12 pp | 3 q |
| GOOGAlphabet Inc. Class C | 9.89% | 34,348 | $36M | added+7% | +0.89 pp | 8 q |
| DGDollar General Corp. | 7.28% | 242,459 | $26M | trimmed−39% | −2.85 pp | 8 q |
| CMPRCimpress PLC (Ireland) | 6.25% | 217,373 | $22M | added+12% | +0.03 pp | 9 q |
| AKXAnsys Inc | 6.16% | 155,006 | $22M | added+12% | +0.10 pp | 9 q |
| ROPRoper Technologies, Inc. | 4.39% | 59,212 | $16M | trimmed−41% | −2.59 pp | 9 q |
| EBAYeBay Inc | 3.23% | 413,971 | $12M | added+12% | +0.37 pp | 4 q |
| WKWorkiva Inc. | 2.37% | 237,389 | $9M | trimmed−68% | −4.58 pp | 8 q |
| SITESiteOne Landscape Supply, Inc. | — | −387,315 | — | exited | −6.84 pp | — |