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
| SOLD |
| 3 | WIX | 2.09% | $23,258,283 | ▼ -3.4% |
| 4 | GOOG | 10.53% | $117,430,406 | ▼ -0.1% |
| 5 | AZO | 11.87% | $132,404,107 | ▼ -3.3% |
| 6 | SEMR | 1.85% | $20,675,431 | ▼ -0.4% |