Dorsey Asset Management·CIK 1671657
10
Positions
$447.4M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2019
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 21.20% | $94,831,000 |
| AVLR |
17.64% |
| $78,934,000 |
| WIX | 13.36% | $59,790,000 |
| DESP | 9.65% | $43,157,000 |
| GOOG | 8.81% | $39,408,000 |
| PYPL | 8.04% | $35,969,000 |
| EBAY | 7.61% | $34,057,000 |
| CMPRXXXX | 5.73% | $25,618,000 |
| ANSS | 4.15% | $18,550,000 |
| TTD | 3.82% | $17,074,000 |