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
| ▼ -7.3% |
| 3 | PYPL | 5.93% | $55,999,573 | ▼ -5.5% |
| 4 | HRI | 5.33% | $51,668,725 | SOLD |
| 5 | UPWK | 5.13% | $49,788,072 | SOLD |
| 6 | GOOG | 10.58% | $99,792,069 | ▼ -2% |
| 7 | SPT | 5.37% | $50,674,064 | ▼ -1.9% |
| 8 | SEMR | 2.23% | $21,055,319 | ▼ -0.5% |