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
14.98% |
| $63,819,000 |
| WIX | 13.99% | $59,600,000 |
| DESP | 10.99% | $46,822,000 |
| GOOG | 10.46% | $44,582,000 |
| PYPL | 9.80% | $41,737,000 |
| EBAY | 7.91% | $33,715,000 |
| CMPRXXXX | 5.86% | $24,981,000 |
| AYX | 5.41% | $23,060,000 |