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
| 3 | DESP | 3.31% | $43,862,000 | SOLD |
| 4 | SMAR | 16.66% | $190,899,000 | ▼ -0.8% |
| 5 | META | 17.05% | $195,316,000 | ▼ -0.7% |