Dorsey Asset Management·CIK 1671657
11
Positions
$1.0B
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 16.19% | $168,095,000 |
| SMAR |
15.87% |
| $164,841,000 |
| WIX | 15.75% | $163,589,000 |
| DIS | 9.77% | $101,445,000 |
| PYPL | 8.23% | $85,465,000 |
| ROKU | 8.17% | $84,835,000 |
| EBAY | 7.13% | $74,002,000 |
| GOOG | 6.34% | $65,864,000 |
| POSH | 5.11% | $53,088,000 |
| SEMR | 3.96% | $41,138,000 |
| UPWK | 3.49% | $36,210,000 |