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
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 20.43% | $81,340,000 |
19.09% |
| $75,980,000 |
| PYPL | 13.14% | $52,289,000 |
| GOOG | 10.67% | $42,467,000 |
| DESP | 8.70% | $34,624,000 |
| CMPRXXXX | 8.13% | $32,377,000 |
| EBAY | 7.99% | $31,803,000 |
| TTD | 7.73% | $30,774,000 |
| ANSS | 4.13% | $16,431,000 |