Dorsey Asset Management·CIK 1671657
11
Positions
$970.0M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2024
Portfolio Value Over Time
| 3 | AZO | 12.40% | $120,299,140 | ▲ +2.4% |
| 4 | UPWK | 5.13% | $49,788,072 | ▲ +2.2% |
| 5 | PYPL | 11.45% | $111,055,969 | ▲ +1.7% |
| 6 | SPT | 7.30% | $70,821,836 | ▲ +1.1% |
| 7 | DHR | 9.34% | $90,624,274 | ▲ +0.4% |