Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−2.95
- added+4.09
- added+1.97
- added+0.78
- new+8.70
Positions
| METAMeta Platforms, Inc. Class A | 20.43% | 487,971 | $81M | trimmed−24% | −2.95 pp | 10 q |
| WIXWIX.com Ltd. | 19.09% | 628,814 | $76M | added+5% | +4.09 pp | 3 q |
| PYPLPayPal Holdings, Inc. | 13.14% | 503,552 | $52M | added+5% | +1.97 pp | 4 q |
| GOOGAlphabet Inc. Class C | 10.67% | 36,194 | $42M | added+5% | +0.78 pp | 9 q |
| DESPDespegar.com Corp | 8.70% | 2,323,766 | $35M | new | +8.70 pp | new |
| CMPRCimpress PLC (Ireland) | 8.13% | 404,051 | $32M | added+86% | +1.88 pp | 10 q |
| EBAYeBay Inc | 7.99% | 856,313 | $32M | added×2.1 | +4.76 pp | 5 q |
| TTDThe Trade Desk, Inc. | 7.73% | 155,465 | $31M | trimmed−54% | −3.16 pp | 4 q |
| AKXAnsys Inc | 4.13% | 89,927 | $16M | trimmed−42% | −2.03 pp | 10 q |
| DGDollar General Corp. | — | −242,459 | — | exited | −7.28 pp | — |
| ROPRoper Technologies, Inc. | — | −59,212 | — | exited | −4.39 pp | — |
| WKWorkiva Inc. | — | −237,389 | — | exited | −2.37 pp | — |