Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added−1.98
- new+13.45
- trimmed−1.03
- trimmed−3.24
- new+8.83
Positions
| METAMeta Platforms, Inc. Class A | 23.51% | 640,771 | $146M | added+6% | −1.98 pp | 15 q |
| SMARSmartsheet Inc. | 13.45% | 1,635,037 | $83M | new | +13.45 pp | new |
| WIXWIX.com Ltd. | 13.10% | 316,348 | $81M | trimmed−43% | −1.03 pp | 8 q |
| GOOGAlphabet Inc. Class C | 10.50% | 45,948 | $65M | trimmed−2% | −3.24 pp | 14 q |
| UPWKUpwork Inc. | 8.83% | 3,786,489 | $55M | new | +8.83 pp | new |
| PYPLPayPal Holdings, Inc. | 7.01% | 248,927 | $43M | trimmed−2% | +0.88 pp | 9 q |
| ROKURoku, Inc. Class A | 6.45% | 342,401 | $40M | trimmed−31% | −4.43 pp | 3 q |
| AVLRAvalara, Inc. | 6.17% | 287,138 | $38M | trimmed−58% | −6.85 pp | 5 q |
| AYXAlteryx, Inc. | 5.65% | 212,858 | $35M | trimmed−38% | −2.54 pp | 4 q |
| DESPDespegar.com Corp | 5.33% | 4,592,541 | $33M | trimmed−22% | −3.10 pp | 6 q |
