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
| 3 | META | 16.19% | $168,095,000 | ▼ -0.4% |
| 4 | PYPL | 8.23% | $85,465,000 | ▼ -1% |
| 5 | SEMR | 3.96% | $41,138,000 | ▼ -0.7% |
| 6 | UPWK | 3.49% | $36,210,000 | ▼ -0.7% |