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
| 3 | HRI | 6.97% | $58,530,038 | ▼ -1.7% |
| 4 | WIX | 10.82% | $90,806,541 | ▼ -1.3% |
| 5 | PYPL | 8.28% | $69,464,695 | ▼ -1.2% |
| 6 | UPWK | 3.49% | $29,296,900 | ▼ -0.4% |
| 7 | SEMR | 5.68% | $47,652,600 | ▼ -0.2% |