Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added−0.60
- trimmed−2.66
- added+0.63
- added+1.34
- added+1.65
Positions
| METAMeta Platforms, Inc. Class A | 20.60% | 492,902 | $88M | added0% | −0.60 pp | 12 q |
| AVLRAvalara, Inc. | 14.98% | 948,414 | $64M | trimmed−13% | −2.66 pp | 2 q |
| WIXWIX.com Ltd. | 13.99% | 510,539 | $60M | added+21% | +0.63 pp | 5 q |
| DESPDespegar.com Corp | 10.99% | 4,136,242 | $47M | added+33% | +1.34 pp | 3 q |
| GOOGAlphabet Inc. Class C | 10.46% | 36,573 | $45M | added0% | +1.65 pp | 11 q |
| PYPLPayPal Holdings, Inc. | 9.80% | 402,901 | $42M | added+28% | +1.76 pp | 6 q |
| EBAYeBay Inc | 7.91% | 864,932 | $34M | added0% | +0.30 pp | 7 q |
| CMPRCimpress PLC (Ireland) | 5.86% | 189,480 | $25M | trimmed−33% | +0.13 pp | 12 q |
| AYXAlteryx, Inc. | 5.41% | 214,649 | $23M | new | +5.41 pp | new |
| AKXAnsys Inc | — | −90,565 | — | exited | −4.15 pp | — |
| TTDThe Trade Desk, Inc. | — | −74,957 | — | exited | −3.82 pp | — |
