Dorsey Asset Management·CIK 1671657
9
Positions
$764.4M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2020
Portfolio Value Over Time
| 3 | DESP | 7.13% | $54,509,000 | ▲ +3.1% |
| 4 | WIX | 16.37% | $125,091,000 | ▲ +0.8% |
| 5 | GOOG | 10.84% | $82,852,000 | ▲ +0.6% |
| 6 | PYPL | 7.85% | $60,012,000 | ▲ +0.4% |