Dorsey Asset Management·CIK 1671657
10
Positions
$1.2B
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| ▲ +2.8% |
| 3 | AER | 15.18% | $174,676,882 | ▲ +1.4% |
| 4 | DHR | 16.47% | $189,435,878 | ▲ +1.1% |
| 5 | RPRX | 7.59% | $87,305,882 | ▲ +0.1% |