Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added−1.77
- added+0.83
- added+5.13
- added+0.59
- added+3.46
Positions
| METAMeta Platforms, Inc. Class A | 21.84% | 611,130 | $167M | added+1% | −1.77 pp | 17 q |
| WIXWIX.com Ltd. | 16.37% | 500,446 | $125M | added+22% | +0.83 pp | 10 q |
| SMARSmartsheet Inc. | 11.67% | 1,287,190 | $89M | added+45% | +5.13 pp | 3 q |
| GOOGAlphabet Inc. Class C | 10.84% | 47,293 | $83M | added+1% | +0.59 pp | 16 q |
| EBAYeBay Inc | 10.20% | 1,551,307 | $78M | added+78% | +3.46 pp | 2 q |
| UPWKUpwork Inc. | 8.52% | 1,886,146 | $65M | trimmed−52% | −1.72 pp | 3 q |
| PYPLPayPal Holdings, Inc. | 7.85% | 256,241 | $60M | added+1% | +0.40 pp | 11 q |
| DESPDespegar.com Corp | 7.13% | 4,255,213 | $55M | added+1% | +3.14 pp | 8 q |
| ROKURoku, Inc. Class A | 5.59% | 128,601 | $43M | trimmed−58% | −2.92 pp | 5 q |
| AVLRAvalara, Inc. | — | −293,390 | — | exited | −5.55 pp | — |
| AYXAlteryx, Inc. | — | −94,189 | — | exited | −1.59 pp | — |
