Pat Dorsey's Portfolio

Dorsey Asset Management 13F holdings

What is Pat Dorsey's portfolio?

Dorsey Asset Management has disclosed a total of 12 security holdings in their (2018 Q3) SEC 13F filing(s) with portfolio value of $426,798,000.

What stocks does Pat Dorsey own?

In Pat Dorsey's portfolio as of 30 Sep 2018, the top 5 holdings are (META) META PLATFORMS INC-CLASS A (18.58%), (DG) DOLLAR GENERAL CORP (10.13%), (PYPL) PAYPAL HOLDINGS INC (9.36%), (GOOG) ALPHABET INC-CL C (9.00%) and (TTD) TRADE DESK INC/THE -CLASS A (8.77%).

To see the historical data of Dorsey Asset Management's portfolio holdings please click on the "2018 Q3" dropdown menu and select the date.

To see Dorsey Asset Management's original 13F reports (2018 Q3), please click on the "important" button.

Portfolio value: $426M+

Period: 2018 Q3

Number of stock: 12

Update: 14 Nov 2018

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOG

ALPHABET INC-CL C

9.00%

643,720

$59.67

156.06% $152.80

$38,413,000

-13.97% (-104,500)

-1.46%

ANSS

ANSYS INC

6.06%

138,579

$186.68

74.63% $326.00

$25,870,000

-8.05% (-12,125)

-0.53%

9912349D

CIMPRESS NV

6.22%

194,346

$136.61

$26,550,000

+5.06% (+9,366)

+0.30%

DOLLAR GENERAL CORP

10.13%

395,433

$109.30

15.01% $92.89

$43,221,000

-15.03% (-69,942)

-1.79%

EBAY

EBAY INC

2.86%

370,106

$33.02

111.26% $69.76

$12,221,000

+5.22% (+18,345)

+0.14%