Dorsey Asset Management·CIK 1671657
11
Positions
$943.6M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2025
Portfolio Value Over Time
| NEW |
| 3 | DHR | 15.02% | $141,717,320 | ▲ +5.7% |
| 4 | ASML | 4.96% | $46,762,462 | NEW |
| 5 | AZO | 15.17% | $143,143,200 | ▲ +2.8% |
| 6 | META | 15.09% | $142,393,773 | ▲ +2.5% |