Dorsey Asset Management·CIK 1671657
11
Positions
$839.4M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 14.40% | $120,873,635 |
| SMAR |
13.03% |
| $109,335,547 |
| WIX | 10.82% | $90,806,541 |
| AZO | 10.72% | $89,963,399 |
| GOOG | 10.17% | $85,339,457 |
| DHR | 9.12% | $76,559,037 |
| PYPL | 8.28% | $69,464,695 |
| SPT | 7.34% | $61,582,859 |
| HRI | 6.97% | $58,530,038 |
| SEMR | 5.68% | $47,652,600 |
| UPWK | 3.49% | $29,296,900 |