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
| 3 | CMPRXXXX | 11.41% | $24,325,000 | ▼ -1.1% |
| 4 | GOOG | 9.83% | $20,956,000 | ▼ -1% |
| 5 | BAMXXXX | 9.58% | $20,407,000 | ▼ -1.2% |
| 6 | DG | 9.42% | $20,070,000 | ▼ -1.6% |
| 7 | ROP | 8.51% | $18,130,000 | ▼ -2% |