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
| 3 | GOOG | 9.00% | $38,413,000 | ▼ -2% |
| 4 | META | 18.58% | $79,291,000 | ▼ -3.1% |
| 5 | DG | 10.13% | $43,221,000 | ▼ -2% |
| 6 | ROP | 6.98% | $29,801,000 | ▼ -0.5% |
| 7 | EBAY | 2.86% | $12,221,000 | ▼ -0.5% |
| 8 | ANSS | 6.06% | $25,870,000 | ▼ -0.9% |
| 9 | CMPRXXXX | 6.22% | $26,550,000 | ▼ -0.9% |