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
| ▼ -5.4% |
| 3 | SMAR | 14.23% | $109,011,216 | ▼ -2.4% |
| 4 | DIS | 6.64% | $50,843,800 | ▼ -1% |
| 5 | SEMR | 3.31% | $25,387,698 | ▼ -0.5% |