Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−0.04
- trimmed−0.72
- trimmed−0.84
- new+9.83
- trimmed+1.50
Positions
| METAMeta Platforms, Inc. Class A | 14.36% | 232,669 | $133M | trimmed−3% | −0.04 pp | 32 q |
| AZOAutoZone, Inc. | 10.00% | 29,458 | $93M | trimmed−3% | −0.72 pp | 3 q |
| WIXWIX.com Ltd. | 9.98% | 553,894 | $93M | trimmed−3% | −0.84 pp | 25 q |
| APPApplovin Corporation Class A | 9.83% | 698,796 | $91M | new | +9.83 pp | new |
| PYPLPayPal Holdings, Inc. | 9.78% | 1,162,523 | $91M | trimmed−3% | +1.50 pp | 26 q |
| DHRDanaher Corporation | 8.92% | 297,492 | $83M | trimmed−3% | −0.20 pp | 4 q |
| SMARSmartsheet Inc. | 8.91% | 1,493,286 | $83M | trimmed−40% | −4.12 pp | 18 q |
| GOOGAlphabet Inc. Class C | 8.14% | 451,618 | $76M | trimmed−3% | −2.03 pp | 31 q |
| HRIHerc Holdings Inc. | 7.32% | 426,060 | $68M | trimmed−3% | +0.35 pp | 6 q |
| SPTSprout Social, Inc Class A | 6.19% | 1,975,994 | $57M | added+14% | −1.15 pp | 2 q |
| 628Semrush Holdings Inc-a | 3.58% | 2,113,947 | $33M | trimmed−41% | −2.10 pp | 13 q |
| UPWKUpwork Inc. | 2.98% | 2,647,145 | $28M | trimmed−3% | −0.51 pp | 18 q |
