Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+5.49
- added+1.88
- added−0.46
- added−3.73
- trimmed−2.42
Positions
| WIXWIX.com Ltd. | 19.99% | 1,485,198 | $234M | added+75% | +5.49 pp | 14 q |
| SMARSmartsheet Inc. | 18.54% | 2,805,457 | $217M | added+1% | +1.88 pp | 7 q |
| METAMeta Platforms, Inc. Class A | 16.59% | 577,985 | $194M | added0% | −0.46 pp | 21 q |
| PYPLPayPal Holdings, Inc. | 9.19% | 571,209 | $108M | added0% | −3.73 pp | 15 q |
| DISThe Walt Disney Company | 9.06% | 685,261 | $106M | trimmed−12% | −2.42 pp | 3 q |
| EBAYeBay Inc | 6.79% | 1,197,424 | $80M | trimmed−28% | −3.30 pp | 6 q |
| GOOGAlphabet Inc. Class C | 6.18% | 25,018 | $72M | added0% | +0.38 pp | 20 q |
| POSHPoshmark Inc-class A | 4.80% | 3,306,561 | $56M | new | +4.80 pp | new |
| 628Semrush Holdings Inc-a | 4.65% | 2,616,838 | $55M | added+3% | −0.48 pp | 2 q |
| UPWKUpwork Inc. | 4.21% | 1,443,618 | $49M | trimmed−11% | −2.16 pp | 7 q |
