Dorsey Asset Management·CIK 1671657
10
Positions
$213.1M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2017
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 18.72% | $39,883,000 |
| CMPRXXXX |
11.41% |
| $24,325,000 |
| YELP | 10.37% | $22,095,000 |
| GOOG | 9.83% | $20,956,000 |
| BAMXXXX | 9.58% | $20,407,000 |
| DG | 9.42% | $20,070,000 |
| ANSS | 8.89% | $18,940,000 |
| ROP | 8.51% | $18,130,000 |
| DSGX | 7.50% | $15,993,000 |
| WK | 5.77% | $12,306,000 |