Dorsey Asset Management·CIK 1671657
9
Positions
$398.1M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2019
Portfolio Value Over Time
| ▲ +4.1% |
| 3 | EBAY | 7.99% | $31,803,000 | ▲ +4.8% |
| 4 | PYPL | 13.14% | $52,289,000 | ▲ +2% |
| 5 | CMPRXXXX | 8.13% | $32,377,000 | ▲ +1.9% |
| 6 | GOOG | 10.67% | $42,467,000 | ▲ +0.8% |