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
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 23.80% | $179,735,287 |
| SMAR |
16.62% |
| $125,515,871 |
| WIX | 14.44% | $109,041,445 |
| GOOG | 11.82% | $89,290,255 |
| DIS | 7.67% | $57,926,292 |
| ROKU | 6.62% | $49,964,593 |
| UPWK | 5.80% | $43,817,284 |
| PYPL | 5.73% | $43,265,263 |
| SEMR | 3.83% | $28,919,554 |
| HRI | 3.67% | $27,753,727 |