Dorsey Asset Management·CIK 1671657
10
Positions
$860.2M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 16.21% | $139,471,201 |
| GOOG |
14.98% |
| $128,857,181 |
| WIX | 12.07% | $103,857,891 |
| SMAR | 11.24% | $96,724,628 |
| PYPL | 9.44% | $81,222,829 |
| DHR | 9.01% | $77,504,098 |
| HRI | 8.70% | $74,854,623 |
| AZO | 8.53% | $73,376,715 |
| SEMR | 5.87% | $50,455,904 |
| UPWK | 3.93% | $33,842,345 |