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 (2022 Q4) SEC 13F filing(s) with portfolio value of $687,863,507.

What stocks does Pat Dorsey own?

In Pat Dorsey's portfolio as of 31 Dec 2022, the top 5 holdings are (SMAR) SMARTSHEET INC-CLASS A (22.01%), (WIX) WIXCOM LTD (17.91%), (META) META PLATFORMS INC-CLASS A (17.36%), (ROKU) ROKU INC (9.93%) and (DIS) WALT DISNEY CO/THE (9.43%).

To see the historical data of Dorsey Asset Management's portfolio holdings please click on the "2022 Q4" dropdown menu and select the date.

To see Dorsey Asset Management's original 13F reports (2022 Q4), please click on the "important" button.

Portfolio value: $687M+
Period: 2022 Q4
Number of stock: 9
Update: 14 Feb 2023
GOOG
7.36%
570,922
$88.73
71.60% $152.26
$50,657,909
-4.13% (-24,610)
-0.32%
META
17.36%
992,042
$120.34
303.51% $485.58
$119,382,334
+24.66% (+196,239)
+3.43%
PYPL
7.72%
745,950
$71.22
5.94% $66.99
$53,126,559
-4.11% (-31,959)
-0.33%
ROKU
9.93%
1,677,711
$40.70
60.12% $65.17
$68,282,838
+12.23% (+182,849)
+1.08%
SEMR
4.20%
3,548,943
$8.14
62.90% $13.26
$28,888,396
-0.99% (-35,639)
-0.04%
SMAR
22.01%
3,846,551
$39.36
2.18% $38.50
$151,400,247
+6.40% (+231,379)
+1.32%
UPWK
4.08%
2,688,611
$10.44
17.43% $12.26
$28,069,099
-4.14% (-116,050)
-0.18%
DIS
9.43%
746,469
$86.88
40.84% $122.36
$64,853,227
-4.11% (-32,033)
-0.40%
WIX
17.91%
1,603,578
$76.83
78.94% $137.48
$123,202,898
-18.81% (-371,413)
-4.15%
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.