Pat Dorsey's Portfolio

Dorsey Asset Management 13F holdings

What is Pat Dorsey's portfolio?

Dorsey Asset Management has disclosed a total of 9 security holdings in their (2023 Q4) SEC 13F filing(s) with portfolio value of $777,953,675.

What stocks does Pat Dorsey own?

In Pat Dorsey's portfolio as of 31 Dec 2023, the top 5 holdings are (META) META PLATFORMS INC-CLASS A (17.57%), (SMAR) SMARTSHEET INC-CLASS A (15.65%), (GOOG) ALPHABET INC-CL C (15.54%), (WIX) WIXCOM LTD (12.11%) and (HRI) HERC HOLDINGS INC (9.89%).

To see the historical data of Dorsey Asset Management's portfolio holdings please click on the "2023 Q4" dropdown menu and select the date.

To see Dorsey Asset Management's original 13F reports (2023 Q4), please click on the "important" button.

Portfolio value: $777M+
Period: 2023 Q4
Number of stock: 9
Update: 14 Feb 2024
GOOG
15.54%
857,647
$140.93
11.73% $157.46
$120,868,192
-5.50% (-49,963)
-0.91%
DHR
9.35%
314,516
$231.34
2.17% $236.36
$72,760,131
buy
+9.35%
HRI
9.89%
516,894
$148.89
1.26% $150.77
$76,960,348
+19.34% (+83,755)
+1.60%
META
17.57%
386,133
$353.96
41.77% $501.80
$136,675,637
-17.70% (-83,051)
-3.78%
PYPL
9.70%
1,228,720
$61.41
1.12% $62.10
$75,455,695
-5.51% (-71,583)
-0.57%
SEMR
4.85%
2,760,039
$13.66
14.57% $11.67
$37,702,133
-7.59% (-226,749)
-0.40%
SMAR
15.65%
2,546,032
$47.82
21.75% $37.42
$121,751,250
-5.50% (-148,264)
-0.91%
UPWK
5.35%
2,797,446
$14.87
24.48% $11.23
$41,598,022
-37.48% (-1,676,840)
-3.21%
WIX
12.11%
765,585
$123.02
1.02% $121.77
$94,182,267
-37.74% (-464,042)
-7.34%
9 of 9

Completely sold out

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.