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
$1.33B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$125M
2 +$59.5M
3 +$34.8M
4
EBAY icon
eBay
EBAY
+$24.4M
5
PYPL icon
PayPal
PYPL
+$24.4M

Top Sells

1 +$24.3M
2 +$18.9M
3 +$17.4M

Sector Composition

1 Communication Services 41.27%
2 Technology 31.27%
3 Consumer Discretionary 15.4%
4 Financials 12.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$235M 17.74%
676,536
-69,842
2
$232M 17.46%
3,202,198
+481,400
3
$183M 13.81%
630,815
+204,813
4
$160M 12.09%
2,283,476
+347,900
5
$160M 12.06%
548,880
+83,614
6
$125M 9.46%
2,151,378
+321,906
7
$125M 9.4%
+709,571
8
$61.9M 4.67%
494,340
-151,080
9
$43.9M 3.31%
3,320,397
-1,319,037