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
| SOLD |
| 3 | WK | 2.37% | $8,520,000 | SOLD |
| 4 | TTD | 7.73% | $30,774,000 | ▼ -3.2% |
| 5 | ANSS | 4.13% | $16,431,000 | ▼ -2% |
| 6 | META | 20.43% | $81,340,000 | ▼ -2.9% |