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
| 3 | ROKU | 6.62% | $49,964,593 | ▼ -2.1% |
| 4 | DIS | 7.67% | $57,926,292 | ▼ -0.5% |
| 5 | PYPL | 5.73% | $43,265,263 | ▼ -0.5% |