Dorsey Asset Management·CIK 1671657
10
Positions
$230.6M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2017
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 19.57% | $45,125,000 |
10.90% |
| $25,123,000 |
| WK | 10.30% | $23,743,000 |
| DG | 9.78% | $22,558,000 |
| GOOG | 9.59% | $22,112,000 |
| ANSS | 8.28% | $19,098,000 |
| ROP | 8.26% | $19,055,000 |
| YELP | 7.83% | $18,051,000 |
| DSGX | 7.77% | $17,908,000 |
| CHGG | 7.73% | $17,818,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDBAMXXXX | $20,407,000 | 9.58% |