Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+5.62
- trimmed−2.30
- trimmed−0.42
- added+2.29
- trimmed−1.25
Revealed late, restated
Positions
| METAMeta Platforms, Inc. Class A | 22.98% | 956,098 | $203M | trimmed−4% | +5.62 pp | 26 q |
| SMARSmartsheet Inc. | 19.71% | 3,637,598 | $174M | trimmed−5% | −2.30 pp | 12 q |
| WIXWIX.com Ltd. | 17.49% | 1,545,370 | $154M | trimmed−4% | −0.42 pp | 19 q |
| GOOGAlphabet Inc. Class C | 9.65% | 818,148 | $85M | added+43% | +2.29 pp | 25 q |
| ROKURoku, Inc. Class A | 8.68% | 1,162,463 | $77M | trimmed−31% | −1.25 pp | 5 q |
| DISThe Walt Disney Company | 8.17% | 719,424 | $72M | trimmed−4% | −1.26 pp | 8 q |
| PYPLPayPal Holdings, Inc. | 6.19% | 718,922 | $55M | trimmed−4% | −1.53 pp | 20 q |
| 628Semrush Holdings Inc-a | 3.82% | 3,350,938 | $34M | trimmed−6% | −0.38 pp | 7 q |
| UPWKUpwork Inc. | 3.33% | 2,591,208 | $29M | trimmed−4% | −0.75 pp | 12 q |
