Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−5.41
- added+3.81
- trimmed+0.30
- trimmed−2.39
- added+4.20
Positions
| METAMeta Platforms, Inc. Class A | 18.39% | 469,184 | $141M | trimmed−25% | −5.41 pp | 28 q |
| GOOGAlphabet Inc. Class C | 15.63% | 907,610 | $120M | added+23% | +3.81 pp | 27 q |
| WIXWIX.com Ltd. | 14.74% | 1,229,627 | $113M | trimmed−12% | +0.30 pp | 21 q |
| SMARSmartsheet Inc. | 14.23% | 2,694,296 | $109M | trimmed−18% | −2.39 pp | 14 q |
| PYPLPayPal Holdings, Inc. | 9.93% | 1,300,303 | $76M | added×2.0 | +4.20 pp | 22 q |
| HRIHerc Holdings Inc. | 6.73% | 433,139 | $52M | added×2.1 | +3.06 pp | 2 q |
| DISThe Walt Disney Company | 6.64% | 627,314 | $51M | trimmed−3% | −1.03 pp | 10 q |
| UPWKUpwork Inc. | 6.64% | 4,474,286 | $51M | trimmed−5% | +0.84 pp | 14 q |
| DGDollar General Corp. | 3.77% | 272,822 | $29M | new | +3.77 pp | new |
| 628Semrush Holdings Inc-a | 3.31% | 2,986,788 | $25M | trimmed−1% | −0.52 pp | 9 q |
| ROKURoku, Inc. Class A | — | −781,185 | — | exited | −6.62 pp | — |