Dorsey Asset Management·CIK 1671657
9
Positions
$1.3B
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2021
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 17.74% | $235,238,000 |
17.46% |
| $231,583,000 |
| WIX | 13.81% | $183,113,000 |
| EBAY | 12.09% | $160,323,000 |
| PYPL | 12.06% | $159,988,000 |
| UPWK | 9.46% | $125,404,000 |
| DIS | 9.40% | $124,721,000 |
| GOOG | 4.67% | $61,949,000 |
| DESP | 3.31% | $43,862,000 |