Dorsey Asset Management·CIK 1671657
10
Positions
$1.2B
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2021
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| WIX | 19.99% | $234,349,000 |
| SMAR |
18.54% |
| $217,283,000 |
| META | 16.59% | $194,405,000 |
| PYPL | 9.19% | $107,719,000 |
| DIS | 9.06% | $106,140,000 |
| EBAY | 6.79% | $79,629,000 |
| GOOG | 6.18% | $72,392,000 |
| POSH | 4.80% | $56,311,000 |
| SEMR | 4.66% | $54,561,000 |
| UPWK | 4.21% | $49,314,000 |