Pat Dorsey's Portfolio

Dorsey Asset Management 13F holdings

What is Pat Dorsey's portfolio?

Dorsey Asset Management has disclosed a total of 10 security holdings in their (2024 Q1) SEC 13F filing(s) with portfolio value of $860,167,415.

What stocks does Pat Dorsey own?

In Pat Dorsey's portfolio as of 31 Mar 2024, the top 5 holdings are (META) META PLATFORMS INC-CLASS A (16.21%), (GOOG) ALPHABET INC-CL C (14.98%), (WIX) WIXCOM LTD (12.07%), (SMAR) SMARTSHEET INC-CLASS A (11.24%) and (PYPL) PAYPAL HOLDINGS INC (9.44%).

To see the historical data of Dorsey Asset Management's portfolio holdings please click on the "2024 Q1" dropdown menu and select the date.

To see Dorsey Asset Management's original 13F reports (2024 Q1), please click on the "important" button.

Portfolio value: $860M+
Period: 2024 Q1
Number of stock: 10
Update: 15 May 2024
GOOG
14.98%
846,297
$152.26
20.85% $184.00
$128,857,181
-1.32% (-11,350)
-0.20%
AZO
8.53%
23,282
$3,151.65
6.10% $2,959.51
$73,376,715
buy
+8.53%
DHR
9.01%
310,364
$249.72
0.15% $250.10
$77,504,098
-1.32% (-4,152)
-0.12%
HRI
8.70%
444,769
$168.30
13.21% $146.07
$74,854,623
-13.95% (-72,125)
-1.41%
META
16.21%
287,226
$485.58
0.69% $488.92
$139,471,201
-25.61% (-98,907)
-5.58%
PYPL
9.44%
1,212,462
$66.99
9.51% $60.62
$81,222,829
-1.32% (-16,258)
-0.13%
SEMR
5.87%
3,805,121
$13.26
7.69% $14.28
$50,455,904
+37.86% (+1,045,082)
+1.61%
SMAR
11.24%
2,512,328
$38.50
27.14% $48.95
$96,724,628
-1.32% (-33,704)
-0.15%
UPWK
3.93%
2,760,387
$12.26
6.20% $11.50
$33,842,345
-1.32% (-37,059)
-0.05%
WIX
12.07%
755,440
$137.48
20.90% $166.22
$103,857,891
-1.33% (-10,145)
-0.16%
10 of 10

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.