Dorsey Asset Management·CIK 1671657
9
Positions
$1.1B
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2021
Portfolio Value Over Time
| ▲ +0.7% |
| 3 | PYPL | 12.92% | $147,993,000 | ▲ +0.9% |
| 4 | DIS | 11.48% | $131,572,000 | ▲ +2.1% |
| 5 | GOOG | 5.80% | $66,390,000 | ▲ +1.1% |