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
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 17.05% | $195,316,000 |
16.66% |
| $190,899,000 |
| WIX | 14.50% | $166,153,000 |
| PYPL | 12.92% | $147,993,000 |
| DIS | 11.48% | $131,572,000 |
| EBAY | 10.09% | $115,543,000 |
| UPWK | 6.37% | $72,947,000 |
| GOOG | 5.80% | $66,390,000 |
| SEMR | 5.13% | $58,820,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDDESP | $43,862,000 | 3.31% |