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
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 21.84% | $166,936,000 |
16.37% |
| $125,091,000 |
| SMAR | 11.67% | $89,189,000 |
| GOOG | 10.84% | $82,852,000 |
| EBAY | 10.20% | $77,953,000 |
| UPWK | 8.52% | $65,110,000 |
| PYPL | 7.85% | $60,012,000 |
| DESP | 7.13% | $54,509,000 |
| ROKU | 5.59% | $42,698,000 |