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
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 23.90% | $70,656,000 |
| EBAY |
12.33% |
| $36,441,000 |
| SITE | 10.82% | $31,992,000 |
| GOOG | 10.31% | $30,470,000 |
| DG | 9.88% | $29,213,000 |
| CMPRXXXX | 9.68% | $28,610,000 |
| WK | 8.05% | $23,790,000 |
| ANSS | 7.99% | $23,609,000 |
| ROP | 7.05% | $20,831,000 |