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
| SOLD |
| 3 | WIX | 12.11% | $94,182,267 | ▼ -2.6% |
| 4 | UPWK | 5.35% | $41,598,022 | ▼ -1.3% |
| 5 | META | 17.57% | $136,675,637 | ▼ -0.8% |
| 6 | GOOG | 15.54% | $120,868,192 | ▼ -0.1% |
| 7 | PYPL | 9.70% | $75,455,695 | ▼ -0.2% |