Dorsey Asset Management·CIK 1671657
11
Positions
$359.8M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2018
Portfolio Value Over Time
| 3 | CMPRXXXX | 6.25% | $22,481,000 | ▲ +0% |
| 4 | ANSS | 6.16% | $22,157,000 | ▲ +0.1% |
| 5 | GOOG | 9.89% | $35,571,000 | ▲ +0.9% |
| 6 | TTD | 10.89% | $39,187,000 | ▲ +2.1% |
| 7 | EBAY | 3.23% | $11,620,000 | ▲ +0.4% |
| 8 | PYPL | 11.17% | $40,190,000 | ▲ +1.8% |