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
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 23.61% | $158,872,000 |
| WIX |
15.54% |
| $104,594,000 |
| GOOG | 10.25% | $68,993,000 |
| UPWK | 10.24% | $68,894,000 |
| ROKU | 8.51% | $57,277,000 |
| PYPL | 7.45% | $50,113,000 |
| EBAY | 6.74% | $45,383,000 |
| SMAR | 6.54% | $43,983,000 |
| AVLR | 5.55% | $37,360,000 |
| DESP | 3.99% | $26,863,000 |
| AYX | 1.59% | $10,695,000 |