Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−0.82
- trimmed+1.42
- trimmed−0.09
- trimmed−2.63
- added+3.16
Positions
| METAMeta Platforms, Inc. Class A | 17.57% | 386,133 | $137M | trimmed−18% | −0.82 pp | 29 q |
| SMARSmartsheet Inc. | 15.65% | 2,546,032 | $122M | trimmed−6% | +1.42 pp | 15 q |
| GOOGAlphabet Inc. Class C | 15.54% | 857,647 | $121M | trimmed−6% | −0.09 pp | 28 q |
| WIXWIX.com Ltd. | 12.11% | 765,585 | $94M | trimmed−38% | −2.63 pp | 22 q |
| HRIHerc Holdings Inc. | 9.89% | 516,894 | $77M | added+19% | +3.16 pp | 3 q |
| PYPLPayPal Holdings, Inc. | 9.70% | 1,228,720 | $75M | trimmed−6% | −0.23 pp | 23 q |
| DHRDanaher Corporation | 9.35% | 314,516 | $73M | new | +9.35 pp | new |
| UPWKUpwork Inc. | 5.35% | 2,797,446 | $42M | trimmed−37% | −1.29 pp | 15 q |
| 628Semrush Holdings Inc-a | 4.85% | 2,760,039 | $38M | trimmed−8% | +1.54 pp | 10 q |
| DISThe Walt Disney Company | — | −627,314 | — | exited | −6.64 pp | — |
| DGDollar General Corp. | — | −272,822 | — | exited | −3.77 pp | — |
