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 | GOOG | 6.94% | $57,260,402,000 | ▼ -0.8% |
| 4 | SEMR | 4.87% | $40,183,164,000 | ▼ -0.7% |
| 5 | UPWK | 4.63% | $38,199,483,000 | ▼ -2.3% |