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
| 3 | AVLR | 6.18% | $38,215,000 | ▼ -6.8% |
| 4 | GOOG | 10.50% | $64,953,000 | ▼ -3.2% |
| 5 | ROKU | 6.45% | $39,900,000 | ▼ -4.4% |
| 6 | AYX | 5.65% | $34,968,000 | ▼ -2.5% |
| 7 | DESP | 5.33% | $32,974,000 | ▼ -3.1% |