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 21 quarters.

Dorsey Asset Management historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
FB META PLATFORMS INC212116.59%20.81%25.49%Q4 2016Q4 202121
GOOG ALPHABET INC20202.72%9.06%13.74%Q1 2017Q4 202120
PYPL PAYPAL HLDGS INC15156.13%9.65%13.14%Q2 2018Q4 202115
WIX WIX COM LTD14148.24%14.49%19.99%Q3 2018Q4 202114
EBAY EBAY INC.862.86%7.87%12.40%Q1 2018Q4 202114
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
ROP ROPER TECHNOLOGIES INC994.39%8.52%15.79%Q4 2016Q4 20189
DG DOLLAR GEN CORP NEW887.28%9.92%12.12%Q1 2017Q4 20188
WK WORKIVA INC882.37%6.61%10.30%Q1 2017Q4 20188
SMAR SMARTSHEET INC776.54%14.64%18.54%Q2 2020Q4 20217
UPWK UPWORK INC774.21%8.03%10.24%Q2 2020Q4 20217
AVLR AVALARA INC665.55%12.52%17.75%Q2 2019Q3 20206
ROKU ROKU INC555.59%8.20%10.88%Q4 2019Q4 20205
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
BAM BROOKFIELD ASSET MGMT INC339.58%12.17%16.20%Q4 2016Q2 20173
DIS DISNEY WALT CO339.06%9.98%11.48%Q2 2021Q4 20213
YELP YELP INC336.61%8.27%10.37%Q2 2017Q4 20173
CHGG CHEGG INC227.73%9.16%10.60%Q3 2017Q4 20172
SEMR SEMRUSH HLDGS INC224.66%4.89%5.13%Q3 2021Q4 20212
POSH POSHMARK INC114.80%4.80%4.80%Q4 2021Q4 20211

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.