Dorsey Asset Management·CIK 1671657
8
Positions
$396.2M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 25.49% | $100,977,000 |
| WIX |
14.13% |
| $55,984,000 |
| GOOG | 13.74% | $54,423,000 |
| AVLR | 13.02% | $51,572,000 |
| ROKU | 10.88% | $43,117,000 |
| DESP | 8.43% | $33,401,000 |
| AYX | 8.19% | $32,443,000 |
| PYPL | 6.13% | $24,276,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDEBAY | $33,731,000 | 6.64% |