Dorsey Asset Management·CIK 1671657
10
Positions
$765.9M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 18.39% | $140,853,729 |
| GOOG |
15.63% |
| $119,668,379 |
| WIX | 14.74% | $112,879,759 |
| SMAR | 14.23% | $109,011,216 |
| PYPL | 9.93% | $76,015,713 |
| HRI | 6.73% | $51,517,553 |
| DIS | 6.64% | $50,843,800 |
| UPWK | 6.64% | $50,827,889 |
| DG | 3.77% | $28,864,568 |
| SEMR | 3.31% | $25,387,698 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDROKU | $49,964,593 | 6.62% |