Dorsey Asset Management·CIK 1671657
9
Positions
$882.0M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 22.98% | $202,635,410 |
| SMAR |
19.71% |
| $173,877,184 |
| WIX | 17.49% | $154,227,926 |
| GOOG | 9.65% | $85,087,392 |
| ROKU | 8.68% | $76,513,315 |
| DIS | 8.17% | $72,035,925 |
| PYPL | 6.19% | $54,594,937 |
| SEMR | 3.82% | $33,676,927 |
| UPWK | 3.33% | $29,332,475 |