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
| Ticker | % Portfolio | Value |
|---|---|---|
| WIX | 12.80% | $124,168,882 |
12.57% |
| $121,930,701 |
| GOOG | 12.55% | $121,732,676 |
| AZO | 12.40% | $120,299,140 |
| PYPL | 11.45% | $111,055,969 |
| DHR | 9.34% | $90,624,274 |
| SMAR | 8.36% | $81,116,144 |
| SPT | 7.30% | $70,821,836 |
| HRI | 5.33% | $51,668,725 |
| UPWK | 5.13% | $49,788,072 |
| SEMR | 2.77% | $26,830,754 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDAPP | $91,227,818 | 9.83% |