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
| 3 | META | 9.21% | $105,911,441 | ▼ -3.5% |
| 4 | ENOV | 5.28% | $60,717,888 | ▼ -1.3% |
| 5 | BKNG | 7.60% | $87,382,920 | ▼ -0.6% |