Dorsey Asset Management·CIK 1671657
12
Positions
$426.8M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2018
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 18.58% | $79,291,000 |
10.13% |
| $43,221,000 |
| PYPL | 9.36% | $39,942,000 |
| GOOG | 9.00% | $38,413,000 |
| TTD | 8.77% | $37,449,000 |
| WIX | 8.24% | $35,177,000 |
| ROP | 6.98% | $29,801,000 |
| WK | 6.95% | $29,683,000 |
| SITE | 6.84% | $29,180,000 |
| CMPRXXXX | 6.22% | $26,550,000 |
| ANSS | 6.06% | $25,870,000 |
| EBAY | 2.86% | $12,221,000 |