Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−2.50
- added+2.77
- added−0.71
- added+2.27
- new+9.58
Positions
| METAMeta Platforms, Inc. Class A | 18.10% | 448,037 | $92M | trimmed−9% | −2.50 pp | 13 q |
| AVLRAvalara, Inc. | 17.75% | 1,231,614 | $90M | added+30% | +2.77 pp | 3 q |
| WIXWIX.com Ltd. | 13.28% | 551,405 | $67M | added+8% | −0.71 pp | 6 q |
| DESPDespegar.com Corp | 13.26% | 4,999,428 | $67M | added+21% | +2.27 pp | 4 q |
| ROKURoku, Inc. Class A | 9.58% | 363,488 | $49M | new | +9.58 pp | new |
| AYXAlteryx, Inc. | 9.41% | 477,906 | $48M | added×2.2 | +4.00 pp | 2 q |
| PYPLPayPal Holdings, Inc. | 9.26% | 435,147 | $47M | added+8% | −0.54 pp | 7 q |
| EBAYeBay Inc | 6.64% | 934,115 | $34M | added+8% | −1.27 pp | 8 q |
| GOOGAlphabet Inc. Class C | 2.72% | 10,343 | $14M | trimmed−72% | −7.74 pp | 12 q |
| CMPRCimpress PLC (Ireland) | — | −189,480 | — | exited | −5.86 pp | — |
