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
| 3 | META | 14.36% | $133,189,042 | ▼ -0% |
| 4 | GOOG | 8.14% | $75,506,013 | ▼ -2% |
| 5 | DHR | 8.92% | $82,708,726 | ▼ -0.2% |
| 6 | SPT | 6.19% | $57,442,146 | ▼ -1.1% |
| 7 | AZO | 10.00% | $92,793,878 | ▼ -0.7% |
| 8 | WIX | 9.98% | $92,594,460 | ▼ -0.8% |
| 9 | UPWK | 2.98% | $27,662,665 | ▼ -0.5% |