Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+0.82
- trimmed−3.09
- trimmed−3.05
- trimmed+2.17
- trimmed−0.50
Positions
| METAMeta Platforms, Inc. Class A | 23.80% | 626,299 | $180M | trimmed−34% | +0.82 pp | 27 q |
| SMARSmartsheet Inc. | 16.62% | 3,280,603 | $126M | trimmed−10% | −3.09 pp | 13 q |
| WIXWIX.com Ltd. | 14.44% | 1,393,679 | $109M | trimmed−10% | −3.05 pp | 20 q |
| GOOGAlphabet Inc. Class C | 11.82% | 738,119 | $89M | trimmed−10% | +2.17 pp | 26 q |
| DISThe Walt Disney Company | 7.67% | 648,816 | $58M | trimmed−10% | −0.50 pp | 9 q |
| ROKURoku, Inc. Class A | 6.62% | 781,185 | $50M | trimmed−33% | −2.06 pp | 6 q |
| UPWKUpwork Inc. | 5.80% | 4,691,358 | $44M | added+81% | +2.47 pp | 13 q |
| PYPLPayPal Holdings, Inc. | 5.73% | 648,363 | $43M | trimmed−10% | −0.46 pp | 21 q |
| 628Semrush Holdings Inc-a | 3.83% | 3,021,897 | $29M | trimmed−10% | +0.01 pp | 8 q |
| HRIHerc Holdings Inc. | 3.67% | 202,804 | $28M | new | +3.67 pp | new |
