Dorsey Asset Management·CIK 1671657
9
Positions
$176.8M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2017
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 18.36% | $32,467,000 |
| CMPRXXXX |
12.54% |
| $22,179,000 |
| DG | 10.98% | $19,413,000 |
| DSGX | 10.89% | $19,258,000 |
| GOOG | 10.82% | $19,130,000 |
| BAMXXXX | 10.73% | $18,976,000 |
| ROP | 10.54% | $18,636,000 |
| ANSS | 9.41% | $16,634,000 |
| WK | 5.72% | $10,109,000 |