Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−1.36
- trimmed−0.56
- trimmed−0.04
- trimmed−4.41
- trimmed−0.26
Positions
| METAMeta Platforms, Inc. Class A | 16.21% | 287,226 | $139M | trimmed−26% | −1.36 pp | 30 q |
| GOOGAlphabet Inc. Class C | 14.98% | 846,297 | $129M | trimmed−1% | −0.56 pp | 29 q |
| WIXWIX.com Ltd. | 12.07% | 755,440 | $104M | trimmed−1% | −0.04 pp | 23 q |
| SMARSmartsheet Inc. | 11.24% | 2,512,328 | $97M | trimmed−1% | −4.41 pp | 16 q |
| PYPLPayPal Holdings, Inc. | 9.44% | 1,212,462 | $81M | trimmed−1% | −0.26 pp | 24 q |
| DHRDanaher Corporation | 9.01% | 310,364 | $78M | trimmed−1% | −0.34 pp | 2 q |
| HRIHerc Holdings Inc. | 8.70% | 444,769 | $75M | trimmed−14% | −1.19 pp | 4 q |
| AZOAutoZone, Inc. | 8.53% | 23,282 | $73M | new | +8.53 pp | new |
| 628Semrush Holdings Inc-a | 5.87% | 3,805,121 | $50M | added+38% | +1.02 pp | 11 q |
| UPWKUpwork Inc. | 3.93% | 2,760,387 | $34M | trimmed−1% | −1.42 pp | 16 q |
