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
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 21.68% | $82,077,000 |
12.12% |
| $45,886,000 |
| GOOG | 11.02% | $41,738,000 |
| PYPL | 9.50% | $35,981,000 |
| SITE | 9.21% | $34,879,000 |
| ROP | 7.49% | $28,347,000 |
| TTD | 7.10% | $26,893,000 |
| CMPRXXXX | 7.08% | $26,815,000 |
| ANSS | 6.93% | $26,250,000 |
| WK | 4.50% | $17,042,000 |
| EBAY | 3.37% | $12,755,000 |