Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added−0.38
- added−0.96
- added+6.41
- added−2.38
- added−1.05
Positions
| WIXWIX.com Ltd. | 15.37% | 1,878,181 | $123M | added+20% | −0.38 pp | 16 q |
| METAMeta Platforms, Inc. Class A | 15.23% | 756,594 | $122M | added0% | −0.96 pp | 23 q |
| ROKURoku, Inc. Class A | 14.58% | 1,421,597 | $117M | added×2.1 | +6.41 pp | 2 q |
| SMARSmartsheet Inc. | 13.49% | 3,438,052 | $108M | added+14% | −2.38 pp | 9 q |
| DISThe Walt Disney Company | 8.72% | 740,164 | $70M | added0% | −1.05 pp | 5 q |
| GOOGAlphabet Inc. Class C | 7.73% | 28,317 | $62M | added+20% | +1.39 pp | 22 q |
| UPWKUpwork Inc. | 6.89% | 2,667,136 | $55M | added+71% | +3.40 pp | 9 q |
| PYPLPayPal Holdings, Inc. | 6.45% | 739,616 | $52M | added0% | −1.78 pp | 17 q |
| POSHPoshmark Inc-class A | 5.98% | 4,740,775 | $48M | added+13% | +0.87 pp | 3 q |
| 628Semrush Holdings Inc-a | 5.57% | 3,448,221 | $45M | added0% | +1.61 pp | 4 q |
| EBAYeBay Inc | — | −1,292,392 | — | exited | −7.13 pp | — |
