Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+0.77
- new+17.64
- trimmed−5.73
- added+0.95
- added−1.86
Positions
| METAMeta Platforms, Inc. Class A | 21.20% | 491,351 | $95M | added+1% | +0.77 pp | 11 q |
| AVLRAvalara, Inc. | 17.64% | 1,093,272 | $79M | new | +17.64 pp | new |
| WIXWIX.com Ltd. | 13.36% | 420,761 | $60M | trimmed−33% | −5.73 pp | 4 q |
| DESPDespegar.com Corp | 9.65% | 3,107,036 | $43M | added+34% | +0.95 pp | 2 q |
| GOOGAlphabet Inc. Class C | 8.81% | 36,458 | $39M | added+1% | −1.86 pp | 10 q |
| PYPLPayPal Holdings, Inc. | 8.04% | 314,249 | $36M | trimmed−38% | −5.10 pp | 5 q |
| EBAYeBay Inc | 7.61% | 862,208 | $34M | added+1% | −0.38 pp | 6 q |
| CMPRCimpress PLC (Ireland) | 5.73% | 281,853 | $26M | trimmed−30% | −2.40 pp | 11 q |
| AKXAnsys Inc | 4.15% | 90,565 | $19M | added+1% | +0.02 pp | 11 q |
| TTDThe Trade Desk, Inc. | 3.82% | 74,957 | $17M | trimmed−52% | −3.91 pp | 5 q |
