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
| ▼ -2% |
| 3 | META | 12.57% | $121,930,701 | ▼ -1.8% |
| 4 | SEMR | 2.77% | $26,830,754 | ▼ -0.8% |
| 5 | SMAR | 8.36% | $81,116,144 | ▼ -0.6% |