Dorsey Asset Management·CIK 1671657
10
Positions
$825.2B
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2022
Portfolio Value Over Time
| 3 | POSH | 9.47% | $78,113,806,000 | ▲ +3.5% |
| 4 | DIS | 8.90% | $73,436,094,000 | ▲ +0.2% |
| 5 | PYPL | 8.11% | $66,954,628,000 | ▲ +1.7% |