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
| Ticker | % Portfolio | Value |
|---|---|---|
| WIX | 18.72% | $154,503,546,000 |
| SMAR |
15.05% |
| $124,217,310,000 |
| META | 13.09% | $107,974,551,000 |
| ROKU | 10.22% | $84,310,217,000 |
| POSH | 9.47% | $78,113,806,000 |
| DIS | 8.90% | $73,436,094,000 |
| PYPL | 8.11% | $66,954,628,000 |
| GOOG | 6.94% | $57,260,402,000 |
| SEMR | 4.87% | $40,183,164,000 |
| UPWK | 4.63% | $38,199,483,000 |