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
| 3 | GOOG | 14.98% | $128,857,181 | ▼ -0.6% |
| 4 | UPWK | 3.93% | $33,842,345 | ▼ -1.4% |
| 5 | PYPL | 9.44% | $81,222,829 | ▼ -0.3% |
| 6 | DHR | 9.01% | $77,504,098 | ▼ -0.3% |
| 7 | META | 16.21% | $139,471,201 | ▼ -1.4% |
| 8 | HRI | 8.70% | $74,854,623 | ▼ -1.2% |