DAM

Dorsey Asset Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 31.15%
This Quarter Est. Return
1 Year Est. Return
+31.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$956M
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$91.6M
2 +$50.8M
3 +$39.8M
4
EBAY icon
eBay
EBAY
+$23.5M
5
DESP
Despegar.com
DESP
+$5.24M

Top Sells

1 +$42.7M
2 +$31.1M
3 +$20.8M
4
UPWK icon
Upwork
UPWK
+$2.54M

Sector Composition

1 Communication Services 38.54%
2 Technology 30.63%
3 Consumer Discretionary 19.01%
4 Financials 11.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$220M 22.99%
746,378
+135,248
2
$174M 18.19%
2,720,798
+1,433,608
3
$119M 12.44%
426,002
-74,444
4
$119M 12.4%
1,935,576
+384,269
5
$113M 11.82%
465,266
+209,025
6
$81.9M 8.57%
1,829,472
-56,674
7
$66.8M 6.98%
645,420
-300,440
8
$63.2M 6.61%
4,639,434
+384,221
9
-128,601