Dorsey Asset Management·CIK 1671657
9
Positions
$426.1M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2019
Portfolio Value Over Time
| ▲ +1.8% |
| 3 | GOOG | 10.46% | $44,582,000 | ▲ +1.7% |
| 4 | DESP | 10.99% | $46,822,000 | ▲ +1.3% |
| 5 | CMPRXXXX | 5.86% | $24,981,000 | ▲ +0.1% |
| 6 | EBAY | 7.91% | $33,715,000 | ▲ +0.3% |
| 7 | WIX | 13.99% | $59,600,000 | ▲ +0.6% |