Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−0.69
- trimmed−0.80
- added+0.69
- added+0.86
- added+2.08
Positions
| METAMeta Platforms, Inc. Class A | 17.05% | 575,491 | $195M | trimmed−15% | −0.69 pp | 20 q |
| SMARSmartsheet Inc. | 16.66% | 2,773,894 | $191M | trimmed−13% | −0.80 pp | 6 q |
| WIXWIX.com Ltd. | 14.50% | 847,847 | $166M | added+34% | +0.69 pp | 13 q |
| PYPLPayPal Holdings, Inc. | 12.92% | 568,745 | $148M | added+4% | +0.86 pp | 14 q |
| DISThe Walt Disney Company | 11.48% | 777,753 | $132M | added+10% | +2.08 pp | 2 q |
| EBAYeBay Inc | 10.09% | 1,658,432 | $116M | trimmed−27% | −2.00 pp | 5 q |
| UPWKUpwork Inc. | 6.37% | 1,619,966 | $73M | trimmed−25% | −3.09 pp | 6 q |
| GOOGAlphabet Inc. Class C | 5.80% | 24,909 | $66M | added+1% | +1.13 pp | 19 q |
| 628Semrush Holdings Inc-a | 5.13% | 2,550,725 | $59M | new | +5.13 pp | new |
| DESPDespegar.com Corp | — | −3,320,397 | — | exited | −3.31 pp | — |
