Dorsey Asset Management·CIK 1671657
9
Positions
$1.1B
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| 3 | SEMR | 1.85% | $20,675,431 | SOLD |
| 4 | BKNG | 8.24% | $91,652,608 | ▼ -1.3% |
| 5 | GOOG | 9.40% | $104,560,399 | ▼ -1.1% |
| 6 | DHR | 15.34% | $170,672,121 | ▼ -1.1% |
| 7 | ENOV | 6.54% | $72,795,429 | ▼ -0.6% |
| 8 | AER | 13.75% | $152,943,758 | ▼ -0.5% |
| 9 | AZO | 11.52% | $128,183,791 | ▼ -0.3% |