Dorsey Asset Management holdings history

25 is the total number of securities Dorsey Asset Management has owned. The longest Dorsey Asset Management has owned a single stock is 23 quarters.

Dorsey Asset Management historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
FB META PLATFORMS INC232315.23%20.37%25.49%Q4 2016Q2 202223
GOOG ALPHABET INC22222.72%8.88%13.74%Q1 2017Q2 202222
PYPL PAYPAL HLDGS INC17176.13%9.37%13.14%Q2 2018Q2 202217
WIX WIX COM LTD16168.24%14.62%19.99%Q3 2018Q2 202216
EBAY EBAY INC.872.86%7.82%12.40%Q1 2018Q1 202215
CMPR CIMPRESS N V12125.73%9.58%19.52%Q4 2016Q3 201912
ANSS ANSYS INC11114.13%7.53%13.35%Q4 2016Q2 201911
DESP DESPEGAR COM CORP10103.31%7.74%13.26%Q1 2019Q2 202110
SMAR SMARTSHEET INC996.54%14.65%18.54%Q2 2020Q2 20229
ROP ROPER TECHNOLOGIES INC994.39%8.52%15.79%Q4 2016Q4 20189
UPWK UPWORK INC993.49%7.40%10.24%Q2 2020Q2 20229
DG DOLLAR GEN CORP NEW887.28%9.92%12.12%Q1 2017Q4 20188
WK WORKIVA INC882.37%6.61%10.30%Q1 2017Q4 20188
ROKU ROKU INC525.59%9.11%14.58%Q4 2019Q2 20227
AVLR AVALARA INC665.55%12.52%17.75%Q2 2019Q3 20206
DIS DISNEY WALT CO558.72%9.69%11.48%Q2 2021Q2 20225
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
SEMR SEMRUSH HLDGS INC443.96%4.83%5.57%Q3 2021Q2 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
POSH POSHMARK INC334.80%5.30%5.98%Q4 2021Q2 20223
CHGG CHEGG INC227.73%9.16%10.60%Q3 2017Q4 20172

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.