Dorsey Asset Management·CIK 1671657
10
Positions
$618.9M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 23.51% | $145,500,000 |
| SMAR |
13.45% |
| $83,256,000 |
| WIX | 13.10% | $81,055,000 |
| GOOG | 10.50% | $64,953,000 |
| UPWK | 8.84% | $54,677,000 |
| PYPL | 7.01% | $43,371,000 |
| ROKU | 6.45% | $39,900,000 |
| AVLR | 6.18% | $38,215,000 |
| AYX | 5.65% | $34,968,000 |
| DESP | 5.33% | $32,974,000 |