Dorsey Asset Management·CIK 1671657
12
Positions
$927.6M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 14.36% | $133,189,042 |
| AZO |
10.00% |
| $92,793,878 |
| WIX | 9.98% | $92,594,460 |
| APP | 9.83% | $91,227,818 |
| PYPL | 9.78% | $90,711,670 |
| DHR | 8.92% | $82,708,726 |
| SMAR | 8.91% | $82,668,313 |
| GOOG | 8.14% | $75,506,013 |
| HRI | 7.32% | $67,926,746 |
| SPT | 6.19% | $57,442,146 |
| SEMR | 3.58% | $33,210,107 |
| UPWK | 2.98% | $27,662,665 |