Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−1.81
- trimmed+1.79
- trimmed−1.25
- added+2.19
- trimmed−4.81
Positions
| METAMeta Platforms, Inc. Class A | 14.40% | 239,724 | $121M | trimmed−17% | −1.81 pp | 31 q |
| SMARSmartsheet Inc. | 13.03% | 2,480,389 | $109M | trimmed−1% | +1.79 pp | 17 q |
| WIXWIX.com Ltd. | 10.82% | 570,859 | $91M | trimmed−24% | −1.25 pp | 24 q |
| AZOAutoZone, Inc. | 10.72% | 30,351 | $90M | added+30% | +2.19 pp | 2 q |
| GOOGAlphabet Inc. Class C | 10.17% | 465,268 | $85M | trimmed−45% | −4.81 pp | 30 q |
| DHRDanaher Corporation | 9.12% | 306,420 | $77M | trimmed−1% | +0.11 pp | 3 q |
| PYPLPayPal Holdings, Inc. | 8.28% | 1,197,048 | $69M | trimmed−1% | −1.16 pp | 25 q |
| SPTSprout Social, Inc Class A | 7.34% | 1,725,977 | $62M | new | +7.34 pp | new |
| HRIHerc Holdings Inc. | 6.97% | 439,118 | $59M | trimmed−1% | −1.73 pp | 5 q |
| 628Semrush Holdings Inc-a | 5.68% | 3,558,820 | $48M | trimmed−6% | −0.19 pp | 12 q |
| UPWKUpwork Inc. | 3.49% | 2,725,293 | $29M | trimmed−1% | −0.44 pp | 17 q |
