Dorsey Asset Management·CIK 1671657
9
Positions
$295.6M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2018
Portfolio Value Over Time
| ▲ +6.5% |
| 3 | META | 23.90% | $70,656,000 | ▲ +0.3% |
| 4 | GOOG | 10.31% | $30,470,000 | ▲ +1.2% |
| 5 | ANSS | 7.99% | $23,609,000 | ▲ +0.5% |
| 6 | DG | 9.88% | $29,213,000 | ▲ +0.1% |