Dorsey Asset Management·CIK 1671657
9
Positions
$778.0M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 17.57% | $136,675,637 |
| SMAR |
15.65% |
| $121,751,250 |
| GOOG | 15.54% | $120,868,192 |
| WIX | 12.11% | $94,182,267 |
| HRI | 9.89% | $76,960,348 |
| PYPL | 9.70% | $75,455,695 |
| DHR | 9.35% | $72,760,131 |
| UPWK | 5.35% | $41,598,022 |
| SEMR | 4.85% | $37,702,133 |