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
| ▼ -2.4% |
| 3 | META | 15.23% | $122,001,000 | ▼ -1% |
| 4 | WIX | 15.37% | $123,115,000 | ▼ -0.4% |
| 5 | PYPL | 6.45% | $51,655,000 | ▼ -1.8% |
| 6 | DIS | 8.72% | $69,871,000 | ▼ -1% |