Dorsey Asset Management·CIK 1671657
8
Positions
$956.1M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2021
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 22.99% | $219,831,000 |
| SMAR |
18.19% |
| $173,913,000 |
| WIX | 12.44% | $118,948,000 |
| EBAY | 12.40% | $118,535,000 |
| PYPL | 11.82% | $112,985,000 |
| UPWK | 8.57% | $81,905,000 |
| GOOG | 6.98% | $66,757,000 |
| DESP | 6.61% | $63,235,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDROKU | $42,698,000 | 5.59% |