Dorsey Asset Management
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+2.82
- trimmed−1.79
- added+4.41
- added+2.40
- added+1.67
Positions
| WIXWIX.com Ltd. | 12.80% | 578,741 | $124M | added+4% | +2.82 pp | 26 q |
| METAMeta Platforms, Inc. Class A | 12.57% | 208,247 | $122M | trimmed−11% | −1.79 pp | 33 q |
| GOOGAlphabet Inc. Class C | 12.55% | 639,218 | $122M | added+42% | +4.41 pp | 32 q |
| AZOAutoZone, Inc. | 12.40% | 37,570 | $120M | added+28% | +2.40 pp | 4 q |
| PYPLPayPal Holdings, Inc. | 11.45% | 1,301,183 | $111M | added+12% | +1.67 pp | 27 q |
| DHRDanaher Corporation | 9.34% | 394,791 | $91M | added+33% | +0.42 pp | 5 q |
| SMARSmartsheet Inc. | 8.36% | 1,447,727 | $81M | trimmed−3% | −0.55 pp | 19 q |
| SPTSprout Social, Inc Class A | 7.30% | 2,306,149 | $71M | added+17% | +1.11 pp | 3 q |
| HRIHerc Holdings Inc. | 5.33% | 272,903 | $52M | trimmed−36% | −1.99 pp | 7 q |
| UPWKUpwork Inc. | 5.13% | 3,045,142 | $50M | added+15% | +2.15 pp | 19 q |
| 628Semrush Holdings Inc-a | 2.77% | 2,258,481 | $27M | added+7% | −0.81 pp | 14 q |
| APPApplovin Corporation Class A | — | −698,796 | — | exited | −9.83 pp | — |
