Dorsey Asset Management holdings history

26 is the total number of securities Dorsey Asset Management has owned. The longest Dorsey Asset Management has owned a single stock is 28 quarters.

Dorsey Asset Management historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
FB META PLATFORMS INC282813.08%20.14%25.49%Q4 2016Q3 202328
GOOG ALPHABET INC27272.72%9.14%15.62%Q1 2017Q3 202327
PYPL PAYPAL HLDGS INC22225.73%8.96%13.14%Q2 2018Q3 202322
WIX WIX COM LTD21218.24%15.11%19.99%Q3 2018Q3 202321
EBAY EBAY INC.872.86%7.82%12.40%Q1 2018Q1 202215
SMAR SMARTSHEET INC14146.54%15.68%22.01%Q2 2020Q3 202314
UPWK UPWORK INC14143.33%6.50%10.24%Q2 2020Q3 202314
CMPR CIMPRESS N V12125.73%9.58%19.52%Q4 2016Q3 201912
ROKU ROKU INC655.59%9.02%14.58%Q4 2019Q2 202311
ANSS ANSYS INC11114.13%7.53%13.35%Q4 2016Q2 201911
DIS DISNEY WALT CO10106.64%8.92%11.48%Q2 2021Q3 202310
DESP DESPEGAR COM CORP10103.31%7.74%13.26%Q1 2019Q2 202110
DG DOLLAR GEN CORP NEW813.77%9.24%12.12%Q1 2017Q3 20239
ROP ROPER TECHNOLOGIES INC994.39%8.52%15.79%Q4 2016Q4 20189
SEMR SEMRUSH HLDGS INC993.32%4.37%5.57%Q3 2021Q3 20239
WK WORKIVA INC882.37%6.61%10.30%Q1 2017Q4 20188
AVLR AVALARA INC665.55%12.52%17.75%Q2 2019Q3 20206
TTD THE TRADE DESK INC553.82%7.66%10.89%Q2 2018Q2 20195
AYX ALTERYX INC551.59%6.05%9.41%Q3 2019Q3 20205
DSGX DESCARTES SYS GROUP INC447.50%10.29%15.01%Q4 2016Q3 20174
SITE SITEONE LANDSCAPE SUPP...444.29%7.79%10.82%Q4 2017Q3 20184
POSH POSHMARK INC444.80%6.34%9.47%Q4 2021Q3 20224
BAM BROOKFIELD ASSET MGMT INC339.58%12.17%16.20%Q4 2016Q2 20173
YELP YELP INC336.61%8.27%10.37%Q2 2017Q4 20173
CHGG CHEGG INC227.73%9.16%10.60%Q3 2017Q4 20172
HRI HERC HLDGS INC223.68%5.20%6.73%Q2 2023Q3 20232

The securities at the top of the list , including META PLATFORMS INC, ALPHABET INC, and PAYPAL HLDGS INC, are the highest-conviction holdings of Dorsey Asset Management.

The conviction is calculated by counting the number of quarters a security has been reported by Dorsey Asset Management. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Dorsey Asset Management owns currently or has owned in the past.