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
| 3 | DIS | 9.06% | $106,140,000 | ▼ -2.4% |
| 4 | UPWK | 4.21% | $49,314,000 | ▼ -2.2% |
| 5 | SEMR | 4.66% | $54,561,000 | ▼ -0.5% |
| 6 | META | 16.59% | $194,405,000 | ▼ -0.5% |