Portfolio Value Over Time
Current Holdings for Dorsey Asset Management
|
Stock
Click to search
|
Shares | Value | % of Portfolio | Change | Est. Return |
|---|---|---|---|---|---|
| 130.4K | $259.4M | TRIM -7.1% | +125.78% | ||
| 439.3K | $226.3M | ADD +38.6% | -32.71% | ||
| 2.5M | $137.7M | ADD +7.9% | +65.46% | ||
| 741.5K | $132.2M | ADD +80.4% | +11.02% | ||
| 316.4K | $128.9M | ADD +42.1% | +1.02% | ||
| 1.8M | $127.1M | ADD +61.6% | +3.28% | ||
| 655.7K | $120.1M | ADD +7.9% | +24.80% | ||
| 626.2K | $119.3M | ADD +7.9% | +2.80% | ||
| 199.9K | $112.6M | ADD +23.6% | — | ||
| 766.8K | $111.8M | TRIM -31.8% | +47.83% | ||
| 1.2M | $86.1M | TRIM -47.8% | +3.43% |
Trading Activity for Dorsey Asset Management
|
Stock
Click to search
|
Action | Change | Shares After | Value | Est. Return |
|---|---|---|---|---|---|
| 2026-Q2 | |||||
| SELL | -7.08% | 130.4K | $259M | +101.7% | |
| BUY | +38.61% | 439.3K | $226M | -34.5% | |
| SELL | -31.75% | 766.8K | $112M | +40.8% | |
| SELL | -47.82% | 1.2M | $86M | +6.0% | |
| BUY | +7.90% | 2.5M | $138M | +18.1% | |
| BUY | +80.37% | 741.5K | $132M | +19.9% | |
| BUY | +42.09% | 316.4K | $129M | +8.5% | |
| BUY | +61.60% | 1.8M | $127M | +5.1% | |
| BUY | +7.91% | 655.7K | $120M | +9.9% | |
| BUY | +7.92% | 626.2K | $119M | +19.8% | |
| BUY | +23.64% | 199.9K | $113M | -6.4% | |
| 2026-Q1 | |||||
| SELL | -27.06% | 140.3K | $185M | +80.2% | |
| SELL | -29.88% | 580.2K | $110M | -0.1% | |
| SELL | -7.54% | 1.1M | $154M | +43.6% | |
| BUY | NEW | 2.2M | $144M | +3.4% | |
| BUY | NEW | 317.0K | $126M | -32.0% | |
| BUY | +0.76% | 2.3M | $109M | +37.2% | |
| BUY | +0.77% | 161.7K | $93M | -11.9% | |
| BUY | NEW | 222.7K | $95M | -1.8% | |
| BUY | +0.77% | 607.6K | $93M | +20.7% | |
| BUY | +0.78% | 16.4K | $69M | -95.4% | |
| SELL | EXIT | — | — | +26.7% | |
| BUY | NEW | 1.1M | $78M | +2.2% | |
| SELL | EXIT | — | — | — | |
| SELL | EXIT | — | — | -29.4% | |
| 2025-Q4 | |||||
| BUY | +11.04% | 192.3K | $206M | +67.0% | |
| SELL | -3.87% | 827.5K | $189M | +4.2% | |
| SELL | -3.87% | 1.2M | $175M | +32.1% | |
| SELL | -16.53% | 160.4K | $106M | — | |
| SELL | -15.92% | 25.1K | $85M | +32.1% | |
| SELL | -49.48% | 216.9K | $68M | — | |
| SELL | -3.88% | 16.3K | $87M | +6.3% | |
| SELL | -3.87% | 2.3M | $87M | +6.2% | |
| BUY | NEW | 603.0K | $86M | +26.2% | |
| SELL | -5.01% | 2.3M | $61M | -7.8% | |
| 2025-Q3 | |||||
| SELL | -7.14% | 860.9K | $171M | -6.0% | |
| SELL | -21.58% | 192.2K | $141M | — | |
| BUY | +23.74% | 173.2K | $168M | +129.7% | |
| SELL | -7.14% | 1.3M | $153M | +15.2% | |
| SELL | -16.23% | 29.9K | $128M | +39.7% | |
| SELL | -35.15% | 429.3K | $105M | — | |
| SELL | -7.19% | 17.0K | $92M | +15.4% | |
| BUY | NEW | 2.4M | $83M | +71.2% | |
| SELL | -6.03% | 2.4M | $73M | -5.8% | |
| SELL | EXIT | — | — | +4.1% | |
| SELL | EXIT | — | — | -56.2% | |
| 2025-Q2 | |||||
| BUY | +34.09% | 927.0K | $183M | +10.2% | |
| SELL | -0.79% | 245.1K | $181M | — | |
| BUY | +19.55% | 1.4M | $159M | +32.0% | |
| SELL | -5.00% | 35.7K | $132M | +27.3% | |
| BUY | +3.64% | 662.0K | $117M | +103.7% | |
| BUY | +98.37% | 140.0K | $112M | +135.4% | |
| BUY | +14.53% | 18.3K | $106M | -96.1% | |
| BUY | NEW | 2.6M | $80M | -23.7% | |
| SELL | EXIT | — | — | -35.8% | |
| SELL | -54.04% | 146.8K | $23M | +8.4% | |
| SELL | EXIT | — | — | -36.1% | |
| BUY | +1.23% | 2.3M | $21M | +23.0% | |
| 2025-Q1 | |||||
| SELL | -0.07% | 37.5K | $143M | +18.7% | |
| BUY | +18.64% | 247.1K | $142M | -9.4% | |
| BUY | +75.11% | 691.3K | $142M | +2.0% | |
| SELL | -44.81% | 319.4K | $52M | +49.4% | |
| SELL | -0.07% | 638.8K | $100M | — | |
| BUY | NEW | 1.1M | $116M | +51.4% | |
| SELL | -34.04% | 858.2K | $56M | -29.4% | |
| SELL | EXIT | — | — | — | |
| BUY | NEW | 16.0K | $74M | -95.8% | |
| SELL | -0.08% | 2.3M | $51M | -7.8% | |
| SELL | EXIT | — | — | +53.5% | |
| SELL | EXIT | — | — | +5.3% | |
| BUY | NEW | 70.6K | $47M | +137.0% | |
| SELL | -0.08% | 2.3M | $21M | -24.6% | |
| 2024-Q4 | |||||
| SELL | -10.50% | 208.2K | $122M | — | |
| BUY | +4.49% | 578.7K | $124M | -53.3% | |
| BUY | +41.54% | 639.2K | $122M | +95.2% | |
| BUY | +27.54% | 37.6K | $120M | -7.3% | |
| BUY | +11.93% | 1.3M | $111M | -27.5% | |
| SELL | EXIT | — | — | +235.2% | |
| BUY | +32.71% | 394.8K | $91M | -10.6% | |
| SELL | -3.05% | 1.4M | $81M | — | |
| BUY | +16.71% | 2.3M | $71M | -65.7% | |
| SELL | -35.95% | 272.9K | $52M | +76.7% | |
| BUY | +15.03% | 3.0M | $50M | -41.0% | |
| BUY | +6.84% | 2.3M | $27M | -10.6% | |
| 2024-Q3 | |||||
| SELL | -2.94% | 232.7K | $133M | — | |
| SELL | -39.80% | 1.5M | $83M | — | |
| SELL | -2.94% | 29.5K | $93M | +10.3% | |
| SELL | -2.97% | 553.9K | $93M | +10.0% | |
| BUY | NEW | 698.8K | $91M | +262.6% | |
| SELL | -2.88% | 1.2M | $91M | -40.7% | |
| SELL | -2.93% | 451.6K | $76M | — | |
| SELL | -2.91% | 297.5K | $83M | +24.2% | |
| SELL | -2.97% | 426.1K | $68M | +16.8% | |
| BUY | +14.49% | 2.0M | $57M | -69.0% | |
| SELL | -40.60% | 2.1M | $33M | -22.7% | |
| SELL | -2.87% | 2.6M | $28M | -29.9% | |
| 2024-Q2 | |||||
| SELL | -16.54% | 239.7K | $121M | — | |
| SELL | -45.02% | 465.3K | $85M | — | |
| SELL | -1.27% | 2.5M | $109M | — | |
| SELL | -24.43% | 570.9K | $91M | -6.2% | |
| BUY | +30.36% | 30.4K | $90M | -0.5% | |
| SELL | -1.27% | 1.2M | $69M | -42.6% | |
| SELL | -1.27% | 306.4K | $77M | +16.3% | |
| SELL | -1.27% | 439.1K | $59M | +25.8% | |
| BUY | NEW | 1.7M | $62M | -70.7% | |
| SELL | -6.47% | 3.6M | $48M | -24.5% | |
| SELL | -1.27% | 2.7M | $29M | -24.6% | |
| 2024-Q1 | |||||
| SELL | -25.61% | 287.2K | $139M | — | |
| SELL | -1.32% | 846.3K | $129M | — | |
| SELL | -1.32% | 2.5M | $97M | — | |
| SELL | -1.33% | 755.4K | $104M | -11.2% | |
| SELL | -1.32% | 1.2M | $81M | -45.3% | |
| SELL | -1.32% | 310.4K | $78M | +14.5% | |
| SELL | -13.95% | 444.8K | $75M | +28.0% | |
| BUY | NEW | 23.3K | $73M | +5.5% | |
| BUY | +37.86% | 3.8M | $50M | -1.0% | |
| SELL | -1.32% | 2.8M | $34M | -7.9% | |
| 2023-Q4 | |||||
| SELL | -17.70% | 386.1K | $137M | — | |
| SELL | -5.50% | 2.5M | $122M | — | |
| SELL | -5.50% | 857.6K | $121M | — | |
| SELL | -37.74% | 765.6K | $94M | -36.6% | |
| BUY | +19.34% | 516.9K | $77M | +29.3% | |
| SELL | -5.51% | 1.2M | $75M | -48.6% | |
| BUY | NEW | 314.5K | $73M | -0.3% | |
| SELL | EXIT | — | — | -47.3% | |
| SELL | -37.48% | 2.8M | $42M | -7.8% | |
| SELL | -7.59% | 2.8M | $38M | -51.0% | |
| SELL | EXIT | — | — | -25.6% | |
| 2023-Q3 | |||||
| SELL | -50.93% | 469.2K | $141M | — | |
| SELL | -25.93% | 2.7M | $109M | — | |
| SELL | -20.43% | 1.2M | $113M | -38.1% | |
| BUY | +10.93% | 907.6K | $120M | +158.9% | |
| SELL | EXIT | — | — | — | |
| SELL | EXIT | — | — | -28.4% | |
| BUY | +80.87% | 1.3M | $76M | -2.3% | |
| SELL | -12.80% | 627.3K | $51M | -50.0% | |
| BUY | +113.58% | 433.1K | $52M | +20.4% | |
| BUY | +72.67% | 4.5M | $51M | -29.4% | |
| SELL | -10.87% | 3.0M | $25M | -52.1% | |
| BUY | NEW | 272.8K | $29M | -22.6% | |
| 2023-Q2 | |||||
| BUY | +6.33% | 956.1K | $203M | +135.5% | |
| BUY | +6.33% | 3.6M | $174M | — | |
| BUY | +6.33% | 1.5M | $154M | +8.6% | |
| BUY | +6.33% | 818.1K | $85M | +183.8% | |
| BUY | NEW | 5.0M | $78M | — | |
| BUY | +6.33% | 1.2M | $77M | +156.2% | |
| BUY | +6.33% | 719.4K | $72M | +14.9% | |
| BUY | +6.33% | 718.9K | $55M | -7.5% | |
| BUY | +6.33% | 3.4M | $34M | +37.0% | |
| BUY | +6.33% | 2.6M | $29M | -1.2% | |
| BUY | NEW | 202.8K | $28M | +46.8% | |
| 2023-Q1 | |||||
| SELL | -9.36% | 899.2K | $191M | — | |
| SELL | -11.06% | 3.4M | $164M | — | |
| SELL | -9.36% | 1.5M | $145M | -40.5% | |
| BUY | +34.77% | 769.5K | $80M | +255.5% | |
| SELL | -34.84% | 1.1M | $72M | -44.8% | |
| SELL | -9.36% | 676.6K | $68M | -43.2% | |
| SELL | -9.36% | 676.1K | $51M | -44.5% | |
| SELL | -11.20% | 3.2M | $32M | -55.9% | |
| SELL | -9.36% | 2.4M | $28M | -25.8% | |
| 2022-Q4 | |||||
| BUY | +11.77% | 3.8M | $151M | — | |
| SELL | -14.71% | 1.6M | $123M | -45.1% | |
| BUY | +30.95% | 992.0K | $119M | +387.8% | |
| BUY | +17.90% | 1.7M | $68M | +193.2% | |
| SELL | EXIT | — | — | — | |
| BUY | +0.72% | 746.5K | $65M | +11.6% | |
| BUY | +0.73% | 746.0K | $53M | -23.6% | |
| BUY | +0.71% | 570.9K | $51M | +250.9% | |
| BUY | +2.79% | 3.5M | $29M | +19.9% | |
| BUY | +0.70% | 2.7M | $28M | -27.4% | |
| 2022-Q3 | |||||
| BUY | +0.10% | 1.9M | $147M | +25.6% | |
| BUY | +0.13% | 757.6K | $103M | +249.8% | |
| BUY | +0.10% | 3.4M | $118M | — | |
| BUY | +0.10% | 1.4M | $80M | +103.5% | |
| BUY | +0.10% | 4.7M | $74M | — | |
| BUY | +0.13% | 741.1K | $70M | -1.2% | |
| BUY | +0.13% | 740.6K | $64M | -32.9% | |
| BUY | +0.10% | 566.9K | $55M | +199.5% | |
| BUY | +0.10% | 2.7M | $36M | -51.9% | |
| BUY | +0.13% | 3.5M | $39M | -1.3% | |
| 2022-Q2 | |||||
| BUY | +0.08% | 756.6K | $122M | +194.0% | |
| BUY | +14.25% | 3.4M | $108M | — | |
| BUY | +19.93% | 1.9M | $123M | +27.3% | |
| BUY | +109.92% | 1.4M | $117M | +62.5% | |
| BUY | +0.07% | 740.2K | $70M | -1.7% | |
| BUY | +0.08% | 739.6K | $52M | -26.6% | |
| SELL | EXIT | — | — | — | |
| BUY | +20.08% | 28.3K | $62M | -85.4% | |
| BUY | +71.18% | 2.7M | $55M | -54.1% | |
| BUY | +13.06% | 4.7M | $48M | — | |
| BUY | +0.08% | 3.4M | $45M | +10.8% | |
| 2022-Q1 | |||||
| BUY | +5.44% | 1.6M | $164M | -21.6% | |
| BUY | +7.26% | 3.0M | $165M | — | |
| BUY | +30.79% | 756.0K | $168M | +157.5% | |
| BUY | +29.37% | 739.0K | $85M | -48.1% | |
| BUY | +7.93% | 739.6K | $101M | -25.3% | |
| BUY | NEW | 677.2K | $85M | +4.3% | |
| BUY | +7.93% | 1.3M | $74M | — | |
| SELL | -5.74% | 23.6K | $66M | — | |
| BUY | +26.82% | 4.2M | $53M | — | |
| BUY | +31.66% | 3.4M | $41M | -26.3% | |
| BUY | +7.93% | 1.6M | $36M | -64.4% | |
| 2021-Q4 | |||||
| BUY | +75.17% | 1.5M | $234M | -52.3% | |
| BUY | +1.14% | 2.8M | $217M | — | |
| BUY | +0.43% | 578.0K | $194M | +71.4% | |
| BUY | +0.43% | 571.2K | $108M | -70.1% | |
| SELL | -11.89% | 685.3K | $106M | -11.0% | |
| SELL | -27.80% | 1.2M | $80M | — | |
| SELL | -10.89% | 1.4M | $49M | +208.0% | |
| BUY | +0.44% | 25.0K | $72M | -88.4% | |
| BUY | +2.59% | 2.6M | $55M | -46.5% | |
| BUY | NEW | 3.3M | $56M | — | |
| 2021-Q3 | |||||
| SELL | -14.94% | 575.5K | $195M | — | |
| SELL | -13.38% | 2.8M | $191M | — | |
| BUY | +34.41% | 847.8K | $166M | -62.3% | |
| SELL | -27.37% | 1.7M | $116M | — | |
| BUY | +3.62% | 568.7K | $148M | -78.2% | |
| BUY | +9.61% | 777.8K | $132M | -40.0% | |
| SELL | -24.70% | 1.6M | $73M | +223.5% | |
| BUY | +0.78% | 24.9K | $66M | -87.8% | |
| BUY | NEW | 2.6M | $59M | -44.3% | |
| SELL | EXIT | — | — | — | |
| 2021-Q2 | |||||
| SELL | -9.36% | 676.5K | $235M | — | |
| BUY | +17.69% | 3.2M | $232M | — | |
| BUY | +48.08% | 630.8K | $183M | -70.3% | |
| BUY | +17.97% | 2.3M | $160M | — | |
| BUY | +17.97% | 548.9K | $160M | -76.6% | |
| BUY | +17.60% | 2.2M | $125M | -81.2% | |
| BUY | NEW | 709.6K | $125M | -40.2% | |
| SELL | -23.41% | 24.7K | $62M | — | |
| SELL | -28.43% | 3.3M | $44M | — | |
| 2021-Q1 | |||||
| BUY | +22.13% | 746.4K | $220M | +113.2% | |
| BUY | +111.38% | 2.7M | $174M | — | |
| SELL | -14.88% | 426.0K | $119M | +155.9% | |
| BUY | +24.77% | 1.9M | $119M | — | |
| BUY | +81.57% | 465.3K | $113M | -75.0% | |
| SELL | -31.76% | 32.3K | $67M | — | |
| SELL | -3.00% | 1.8M | $82M | +277.2% | |
| BUY | +9.03% | 4.6M | $63M | — | |
| SELL | EXIT | — | — | +196.2% | |
| 2020-Q4 | |||||
| BUY | +0.74% | 611.1K | $167M | +107.3% | |
| BUY | +21.94% | 500.4K | $125M | -67.5% | |
| BUY | +44.63% | 1.3M | $89M | — | |
| BUY | +0.74% | 47.3K | $83M | -80.6% | |
| BUY | +78.09% | 1.6M | $78M | — | |
| SELL | -52.25% | 1.9M | $65M | +157.8% | |
| BUY | +0.75% | 256.2K | $60M | -69.7% | |
| SELL | -57.61% | 128.6K | $43M | +71.4% | |
| BUY | +0.75% | 4.3M | $55M | — | |
| SELL | EXIT | — | — | — | |
| SELL | EXIT | — | — | — | |
| 2020-Q3 | |||||
| SELL | -5.33% | 606.6K | $159M | — | |
| BUY | +29.74% | 410.4K | $105M | -69.0% | |
| SELL | -45.57% | 890.0K | $44M | — | |
| BUY | +2.17% | 46.9K | $69M | -77.8% | |
| BUY | +4.33% | 4.0M | $69M | -40.0% | |
| SELL | -11.40% | 303.4K | $57M | +13.2% | |
| BUY | +2.17% | 254.3K | $50M | -67.3% | |
| BUY | NEW | 871.1K | $45M | — | |
| BUY | +2.18% | 293.4K | $37M | — | |
| SELL | -55.75% | 94.2K | $11M | — | |
| SELL | -8.03% | 4.2M | $27M | — | |
| 2020-Q2 | |||||
| BUY | +5.85% | 640.8K | $146M | +168.4% | |
| BUY | NEW | 1.6M | $83M | — | |
| SELL | -43.03% | 316.3K | $81M | +169.7% | |
| SELL | -1.83% | 45.9K | $65M | — | |
| BUY | NEW | 3.8M | $55M | -25.0% | |
| SELL | -58.46% | 287.1K | $38M | — | |
| SELL | -1.83% | 248.9K | $43M | +68.9% | |
| SELL | -30.53% | 342.4K | $40M | -14.4% | |
| SELL | -37.56% | 212.9K | $35M | — | |
| SELL | -22.04% | 4.6M | $33M | — | |
| 2020-Q1 | |||||
| BUY | +35.12% | 605.4K | $101M | +172.6% | |
| SELL | -43.87% | 691.3K | $52M | — | |
| BUY | +0.70% | 555.3K | $56M | -38.2% | |
| BUY | +17.83% | 5.9M | $33M | — | |
| BUY | +352.51% | 46.8K | $54M | -76.2% | |
| BUY | +35.60% | 492.9K | $43M | +22.3% | |
| SELL | -28.67% | 340.9K | $32M | — | |
| SELL | -41.73% | 253.6K | $24M | +31.2% | |
| SELL | EXIT | — | — | — | |
| 2019-Q4 | |||||
| SELL | -9.10% | 448.0K | $92M | — | |
| BUY | +29.86% | 1.2M | $90M | — | |
| BUY | +8.00% | 551.4K | $67M | -29.6% | |
| BUY | +20.87% | 5.0M | $67M | — | |
| BUY | NEW | 363.5K | $49M | +10.4% | |
| BUY | +122.65% | 477.9K | $48M | — | |
| BUY | +8.00% | 435.1K | $47M | -40.9% | |
| SELL | -71.72% | 10.3K | $14M | — | |
| BUY | +8.00% | 934.1K | $34M | — | |
| SELL | EXIT | — | — | — | |
| 2019-Q3 | |||||
| BUY | +0.32% | 492.9K | $88M | +203.6% | |
| SELL | -13.25% | 948.4K | $64M | — | |
| BUY | +21.34% | 510.5K | $60M | -40.2% | |
| BUY | +33.13% | 4.1M | $47M | — | |
| BUY | +0.32% | 36.6K | $45M | -71.4% | |
| BUY | +28.21% | 402.9K | $42M | -42.9% | |
| BUY | +0.32% | 864.9K | $34M | — | |
| SELL | -32.77% | 189.5K | $25M | — | |
| BUY | NEW | 214.6K | $23M | — | |
| SELL | EXIT | — | — | — | |
| SELL | EXIT | — | — | -73.1% | |
| 2019-Q2 | |||||
| BUY | +0.69% | 491.4K | $95M | +212.8% | |
| BUY | NEW | 1.1M | $79M | — | |
| SELL | -33.09% | 420.8K | $60M | +141.9% | |
| SELL | -37.59% | 314.2K | $36M | +36.2% | |
| BUY | +33.71% | 3.1M | $43M | — | |
| BUY | +0.73% | 36.5K | $39M | -70.9% | |
| BUY | +0.69% | 862.2K | $34M | — | |
| SELL | -30.24% | 281.9K | $26M | — | |
| SELL | -51.79% | 75.0K | $17M | +129.1% | |
| BUY | +0.71% | 90.6K | $19M | — | |
| 2019-Q1 | |||||
| SELL | -23.95% | 488.0K | $81M | — | |
| BUY | +5.22% | 628.8K | $76M | -21.1% | |
| BUY | +5.36% | 503.6K | $52M | -34.9% | |
| BUY | +5.37% | 36.2K | $42M | -69.7% | |
| SELL | -53.96% | 155.5K | $31M | +68.7% | |
| BUY | NEW | 2.3M | $35M | — | |
| BUY | +85.88% | 404.1K | $32M | +18.4% | |
| BUY | +106.85% | 856.3K | $32M | — | |
| SELL | EXIT | — | — | -27.9% | |
| SELL | -41.98% | 89.9K | $16M | — | |
| SELL | EXIT | — | — | — | |
| SELL | EXIT | — | — | — | |
| 2018-Q4 | |||||
| BUY | +33.09% | 641.7K | $84M | +295.6% | |
| BUY | +1.67% | 597.6K | $54M | -8.8% | |
| SELL | -38.69% | 242.5K | $26M | -33.8% | |
| BUY | +5.11% | 477.9K | $40M | -26.9% | |
| BUY | +36.06% | 337.6K | $39M | -88.6% | |
| BUY | +6.72% | 34.3K | $36M | -68.2% | |
| SELL | -41.15% | 59.2K | $16M | — | |
| SELL | -68.41% | 237.4K | $9M | — | |
| SELL | EXIT | — | — | — | |
| BUY | +11.85% | 217.4K | $22M | -16.1% | |
| BUY | +11.85% | 155.0K | $22M | — | |
| BUY | +11.85% | 414.0K | $12M | — | |
| 2018-Q3 | |||||
| BUY | +14.15% | 482.1K | $79M | +224.7% | |
| SELL | -15.03% | 395.4K | $43M | -35.5% | |
| SELL | -13.97% | 32.2K | $38M | — | |
| BUY | +5.23% | 454.7K | $40M | -30.1% | |
| SELL | -13.45% | 248.2K | $37M | +57.7% | |
| BUY | NEW | 293.9K | $35M | -19.3% | |
| SELL | -6.76% | 387.3K | $29M | — | |
| SELL | -2.08% | 100.6K | $30M | — | |
| BUY | +7.59% | 751.5K | $30M | +151.1% | |
| BUY | +5.06% | 194.3K | $27M | -32.4% | |
| SELL | -8.05% | 138.6K | $26M | — | |
| BUY | +5.22% | 370.1K | $12M | — | |
| 2018-Q2 | |||||
| SELL | -4.48% | 422.4K | $82M | — | |
| BUY | +49.03% | 465.4K | $46M | +30.6% | |
| BUY | +26.68% | 37.4K | $42M | -68.7% | |
| SELL | -61.16% | 351.8K | $13M | — | |
| BUY | NEW | 432.1K | $36M | -23.0% | |
| BUY | +0.03% | 415.4K | $35M | +24.2% | |
| BUY | +0.02% | 185.0K | $27M | -32.4% | |
| BUY | +38.44% | 102.7K | $28M | +53.1% | |
| BUY | NEW | 286.7K | $27M | -82.4% | |
| BUY | +0.02% | 150.7K | $26M | — | |
| SELL | -30.42% | 698.4K | $17M | — | |
| 2018-Q1 | |||||
| BUY | +19.50% | 442.2K | $71M | +215.0% | |
| BUY | NEW | 905.6K | $36M | — | |
| SELL | -31.41% | 184.9K | $29M | — | |
| BUY | +167.86% | 415.3K | $32M | +30.9% | |
| BUY | +22.21% | 29.5K | $30M | -69.5% | |
| SELL | EXIT | — | — | — | |
| BUY | +7.04% | 312.3K | $29M | +32.1% | |
| SELL | -15.90% | 1.0M | $24M | — | |
| BUY | +6.97% | 150.7K | $24M | — | |
| SELL | -9.55% | 74.2K | $21M | — | |
| SELL | EXIT | — | — | — | |
Closed Positions for Dorsey Asset Management
|
Stock
Click to search
|
Held Period | Cost Basis | Sale Proceeds | Realized Gain | Return | CAGR |
|---|---|---|---|---|---|---|
|
AZO|Autozone Inc
|
2024-Q1 → 2026-Q1 (2.0y) | $111.2M | $143.3M | $+32.1M | +28.9% | +13.6% |
|
ENOV|Enovis Corporation
|
2025-Q2 → 2026-Q1 (0.7y) | $83.1M | $60.7M | $-22.4M | -27.0% | -34.3% |
|
WIX|Wix Com Ltd
|
2018-Q3 → 2025-Q3 (7.0y) | $368.6M | $338.0M | $-30.7M | -8.3% | -1.2% |
|
SEMR|Semrush Hldgs Inc
|
2021-Q3 → 2025-Q3 (4.0y) | $87.6M | $49.9M | $-37.6M | -43.0% | -13.1% |
|
PYPL|Paypal Hldgs Inc
|
2018-Q2 → 2025-Q2 (7.0y) | $206.4M | $150.4M | $-56.0M | -27.1% | -4.4% |
|
SPT|Sprout Social Inc
|
2024-Q2 → 2025-Q2 (1.0y) | $76.3M | $48.8M | $-27.5M | -36.1% | -36.2% |
|
UPWK|Upwork Inc
|
2020-Q2 → 2025-Q1 (4.7y) | $118.7M | $175.4M | $+56.7M | +47.8% | +8.6% |
|
HRI|Herc Hldgs Inc
|
2023-Q2 → 2025-Q1 (1.7y) | $61.3M | $95.3M | $+34.0M | +55.6% | +28.8% |
|
APP|Applovin Corp
|
2024-Q3 → 2024-Q4 (0.2y) | $60.3M | $202.0M | $+141.7M | +235.2% | +235.2% |
|
DIS|Disney Walt Co
|
2021-Q2 → 2023-Q4 (2.5y) | $151.2M | $86.2M | $-65.0M | -43.0% | -20.2% |
|
DG|Dollar Gen Corp
|
2023-Q3 → 2023-Q4 (0.2y) | $44.3M | $33.0M | $-11.3M | -25.6% | -25.6% |
|
ROKU|Roku Inc
|
2019-Q4 → 2021-Q1 (1.2y) | $67.0M | $116.0M | $+49.0M | +73.2% | +55.4% |
|
TTD|The Trade Desk Inc
|
2018-Q2 → 2019-Q3 (1.2y) | $34.1M | $51.3M | $+17.2M | +50.4% | +38.8% |