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
| 3 | EBAY | 6.64% | $33,731,000 | SOLD |
| 4 | PYPL | 6.13% | $24,276,000 | ▼ -3.1% |
| 5 | AYX | 8.19% | $32,443,000 | ▼ -1.2% |