Dorsey Asset Management·CIK 1671657
6
Positions
$106.9M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2016
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 20.12% | $21,516,000 |
| CMPRXXXX |
19.53% |
| $20,877,000 |
| BAMXXXX | 16.20% | $17,325,000 |
| ROP | 15.79% | $16,884,000 |
| DSGX | 15.01% | $16,046,000 |
| ANSS | 13.35% | $14,276,000 |