Dorsey Asset Management·CIK 1671657
10
Positions
$1.1B
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| ▲ +5.1% |
| 3 | AER | 14.28% | $159,250,806 | ▲ +1.9% |
| 4 | DHR | 16.42% | $183,118,000 | ▲ +1.4% |
| 5 | META | 16.22% | $180,911,764 | ▲ +1.1% |
| 6 | BKNG | 9.49% | $105,885,200 | ▲ +1.7% |