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
| 3 | ROKU | 8.68% | $76,513,315 | ▼ -1.3% |
| 4 | DIS | 8.17% | $72,035,925 | ▼ -1.3% |
| 5 | SEMR | 3.82% | $33,676,927 | ▼ -0.4% |
| 6 | PYPL | 6.19% | $54,594,937 | ▼ -1.5% |
| 7 | UPWK | 3.33% | $29,332,475 | ▼ -0.8% |