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
| 3 | POSH | 9.47% | $78,113,806,000 | SOLD |
| 4 | PYPL | 7.72% | $53,126,559 | ▼ -0.4% |
| 5 | SEMR | 4.20% | $28,888,396 | ▼ -0.7% |
| 6 | UPWK | 4.08% | $28,069,099 | ▼ -0.5% |