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
| Ticker | % Portfolio | Value |
|---|---|---|
| WIX | 15.37% | $123,115,000 |
15.23% |
| $122,001,000 |
| ROKU | 14.58% | $116,770,000 |
| SMAR | 13.49% | $108,058,000 |
| DIS | 8.72% | $69,871,000 |
| GOOG | 7.73% | $61,942,000 |
| UPWK | 6.89% | $55,156,000 |
| PYPL | 6.45% | $51,655,000 |
| POSH | 5.98% | $47,929,000 |
| SEMR | 5.57% | $44,585,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDEBAY | $74,002,000 | 7.13% |