Dorsey Asset Management·CIK 1671657
10
Positions
$801.1M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| 3 | POSH | 5.98% | $47,929,000 | ▲ +0.9% |
| 4 | GOOG | 7.73% | $61,942,000 | ▲ +1.4% |
| 5 | SEMR | 5.57% | $44,585,000 | ▲ +1.6% |