Dorsey Asset Management·CIK 1671657
10
Positions
$277.2M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2017
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 23.55% | $65,293,000 |
| CMPRXXXX |
11.66% |
| $32,325,000 |
| CHGG | 10.60% | $29,383,000 |
| DG | 9.79% | $27,133,000 |
| WK | 9.21% | $25,542,000 |
| GOOG | 9.12% | $25,286,000 |
| ROP | 7.67% | $21,250,000 |
| ANSS | 7.50% | $20,789,000 |
| YELP | 6.61% | $18,334,000 |
| SITE | 4.29% | $11,891,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDDSGX | $17,908,000 | 7.77% |