Dorsey Asset Management·CIK 1671657
9
Positions
$508.2M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2019
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 18.10% | $91,960,000 |
17.75% |
| $90,216,000 |
| WIX | 13.28% | $67,481,000 |
| DESP | 13.26% | $67,392,000 |
| ROKU | 9.58% | $48,671,000 |
| AYX | 9.41% | $47,824,000 |
| PYPL | 9.26% | $47,070,000 |
| EBAY | 6.64% | $33,731,000 |
| GOOG | 2.72% | $13,829,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDCMPRXXXX | $24,981,000 | 5.86% |