25 is the total number of securities Dorsey Asset Management has owned. The longest Dorsey Asset Management has owned a single stock is 26 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FB | META PLATFORMS INC | 26 | 26 | 13.08% | 20.07% | 25.49% | Q4 2016 | Q1 2023 | 26 |
| GOOG | ALPHABET INC | 25 | 25 | 2.72% | 8.77% | 13.74% | Q1 2017 | Q1 2023 | 25 |
| PYPL | PAYPAL HLDGS INC | 20 | 20 | 6.13% | 9.07% | 13.14% | Q2 2018 | Q1 2023 | 20 |
| WIX | WIX COM LTD | 19 | 19 | 8.24% | 15.16% | 19.99% | Q3 2018 | Q1 2023 | 19 |
| EBAY | EBAY INC. | 8 | 7 | 2.86% | 7.82% | 12.40% | Q1 2018 | Q1 2022 | 15 |
| SMAR | SMARTSHEET INC | 12 | 12 | 6.54% | 15.72% | 22.01% | Q2 2020 | Q1 2023 | 12 |
| CMPR | CIMPRESS N V | 12 | 12 | 5.73% | 9.58% | 19.52% | Q4 2016 | Q3 2019 | 12 |
| UPWK | UPWORK INC | 12 | 12 | 3.33% | 6.55% | 10.24% | Q2 2020 | Q1 2023 | 12 |
| ANSS | ANSYS INC | 11 | 11 | 4.13% | 7.53% | 13.35% | Q4 2016 | Q2 2019 | 11 |
| ROKU | ROKU INC | 5 | 5 | 5.59% | 9.26% | 14.58% | Q4 2019 | Q1 2023 | 10 |
| DESP | DESPEGAR COM CORP | 10 | 10 | 3.31% | 7.74% | 13.26% | Q1 2019 | Q2 2021 | 10 |
| ROP | ROPER TECHNOLOGIES INC | 9 | 9 | 4.39% | 8.52% | 15.79% | Q4 2016 | Q4 2018 | 9 |
| DG | DOLLAR GEN CORP NEW | 8 | 8 | 7.28% | 9.92% | 12.12% | Q1 2017 | Q4 2018 | 8 |
| DIS | DISNEY WALT CO | 8 | 8 | 8.17% | 9.37% | 11.48% | Q2 2021 | Q1 2023 | 8 |
| WK | WORKIVA INC | 8 | 8 | 2.37% | 6.61% | 10.30% | Q1 2017 | Q4 2018 | 8 |
| SEMR | SEMRUSH HLDGS INC | 7 | 7 | 3.82% | 4.61% | 5.57% | Q3 2021 | Q1 2023 | 7 |
| AVLR | AVALARA INC | 6 | 6 | 5.55% | 12.52% | 17.75% | Q2 2019 | Q3 2020 | 6 |
| TTD | THE TRADE DESK INC | 5 | 5 | 3.82% | 7.66% | 10.89% | Q2 2018 | Q2 2019 | 5 |
| AYX | ALTERYX INC | 5 | 5 | 1.59% | 6.05% | 9.41% | Q3 2019 | Q3 2020 | 5 |
| DSGX | DESCARTES SYS GROUP INC | 4 | 4 | 7.50% | 10.29% | 15.01% | Q4 2016 | Q3 2017 | 4 |
| SITE | SITEONE LANDSCAPE SUPP... | 4 | 4 | 4.29% | 7.79% | 10.82% | Q4 2017 | Q3 2018 | 4 |
| POSH | POSHMARK INC | 4 | 4 | 4.80% | 6.34% | 9.46% | Q4 2021 | Q3 2022 | 4 |
| BAM | BROOKFIELD ASSET MGMT INC | 3 | 3 | 9.58% | 12.17% | 16.20% | Q4 2016 | Q2 2017 | 3 |
| YELP | YELP INC | 3 | 3 | 6.61% | 8.27% | 10.37% | Q2 2017 | Q4 2017 | 3 |
| CHGG | CHEGG INC | 2 | 2 | 7.73% | 9.16% | 10.60% | Q3 2017 | Q4 2017 | 2 |
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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.