Dorsey Asset Management·CIK 1671657
9
Positions
$687.9M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| SMAR | 22.01% | $151,400,247 |
| WIX |
17.91% |
| $123,202,898 |
| META | 17.36% | $119,382,334 |
| ROKU | 9.93% | $68,282,838 |
| DIS | 9.43% | $64,853,227 |
| PYPL | 7.72% | $53,126,559 |
| GOOG | 7.36% | $50,657,909 |
| SEMR | 4.20% | $28,888,396 |
| UPWK | 4.08% | $28,069,099 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDPOSH | $78,113,806,000 | 9.47% |