Dorsey Asset Management·CIK 1671657
11
Positions
$378.7M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2018
Portfolio Value Over Time
| NEW |
| 3 | DG | 12.12% | $45,886,000 | ▲ +2.2% |
| 4 | GOOG | 11.02% | $41,738,000 | ▲ +0.7% |
| 5 | ROP | 7.49% | $28,347,000 | ▲ +0.4% |