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
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 23.38% | $84,117,000 |
| WIX |
15.00% |
| $53,987,000 |
| PYPL | 11.17% | $40,190,000 |
| TTD | 10.89% | $39,187,000 |
| GOOG | 9.89% | $35,571,000 |
| DG | 7.28% | $26,205,000 |
| CMPRXXXX | 6.25% | $22,481,000 |
| ANSS | 6.16% | $22,157,000 |
| ROP | 4.39% | $15,781,000 |
| EBAY | 3.23% | $11,620,000 |
| WK | 2.37% | $8,520,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDSITE | $29,180,000 | 6.84% |