Dorsey Asset Management·CIK 1671657
11
Positions
$673.0M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2020
Portfolio Value Over Time
| ▲ +2.4% |
| 3 | ROKU | 8.51% | $57,277,000 | ▲ +2.1% |
| 4 | UPWK | 10.24% | $68,894,000 | ▲ +1.4% |
| 5 | META | 23.61% | $158,872,000 | ▲ +0.1% |
| 6 | PYPL | 7.45% | $50,113,000 | ▲ +0.4% |