Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+0.10
- added+2.44
- added−0.25
- added+1.41
- trimmed+2.06
Positions
| METAMeta Platforms, Inc. Class A | 23.61% | 606,612 | $159M | trimmed−5% | +0.10 pp | 16 q |
| WIXWIX.com Ltd. | 15.54% | 410,415 | $105M | added+30% | +2.44 pp | 9 q |
| GOOGAlphabet Inc. Class C | 10.25% | 46,947 | $69M | added+2% | −0.25 pp | 15 q |
| UPWKUpwork Inc. | 10.24% | 3,950,351 | $69M | added+4% | +1.41 pp | 2 q |
| ROKURoku, Inc. Class A | 8.51% | 303,373 | $57M | trimmed−11% | +2.06 pp | 4 q |
| PYPLPayPal Holdings, Inc. | 7.45% | 254,341 | $50M | added+2% | +0.44 pp | 10 q |
| EBAYeBay Inc | 6.74% | 871,076 | $45M | new | +6.74 pp | new |
| SMARSmartsheet Inc. | 6.54% | 889,987 | $44M | trimmed−46% | −6.91 pp | 2 q |
| AVLRAvalara, Inc. | 5.55% | 293,390 | $37M | added+2% | −0.62 pp | 6 q |
| DESPDespegar.com Corp | 3.99% | 4,223,698 | $27M | trimmed−8% | −1.34 pp | 7 q |
| AYXAlteryx, Inc. | 1.59% | 94,189 | $11M | trimmed−56% | −4.06 pp | 5 q |
