Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+6.96
- trimmed−0.81
- added+4.27
- added−0.29
- trimmed+0.53
Positions
| SMARSmartsheet Inc. | 22.01% | 3,846,551 | $151M | added+6% | +6.96 pp | 11 q |
| WIXWIX.com Ltd. | 17.91% | 1,603,578 | $123M | trimmed−19% | −0.81 pp | 18 q |
| METAMeta Platforms, Inc. Class A | 17.36% | 992,042 | $119M | added+25% | +4.27 pp | 25 q |
| ROKURoku, Inc. Class A | 9.93% | 1,677,711 | $68M | added+12% | −0.29 pp | 4 q |
| DISThe Walt Disney Company | 9.43% | 746,469 | $65M | trimmed−4% | +0.53 pp | 7 q |
| PYPLPayPal Holdings, Inc. | 7.72% | 745,950 | $53M | trimmed−4% | −0.39 pp | 19 q |
| GOOGAlphabet Inc. Class C | 7.36% | 570,922 | $51M | trimmed−4% | +0.42 pp | 24 q |
| 628Semrush Holdings Inc-a | 4.20% | 3,548,943 | $29M | trimmed−1% | −0.67 pp | 6 q |
| UPWKUpwork Inc. | 4.08% | 2,688,611 | $28M | trimmed−4% | −0.55 pp | 11 q |
| POSHPoshmark Inc-class A | — | −4,984,927 | — | exited | −9.47 pp | — |
