Dorsey Asset Management·CIK 1671657
10
Positions
$755.2M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2023
Portfolio Value Over Time
| ▲ +0.8% |
| 3 | UPWK | 5.80% | $43,817,284 | ▲ +2.5% |
| 4 | SEMR | 3.83% | $28,919,554 | ▲ +0% |
| 5 | GOOG | 11.82% | $89,290,255 | ▲ +2.2% |