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
| Ticker | % Portfolio | Value |
|---|---|---|
| AZO | 15.17% | $143,143,200 |
15.09% |
| $142,393,773 |
| DHR | 15.02% | $141,717,320 |
| AER | 12.33% | $116,324,836 |
| GOOG | 10.58% | $99,792,069 |
| BKNG | 7.80% | $73,567,746 |
| PYPL | 5.93% | $55,999,573 |
| WIX | 5.53% | $52,180,631 |
| SPT | 5.37% | $50,674,064 |
| ASML | 4.96% | $46,762,462 |
| SEMR | 2.23% | $21,055,319 |