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 Q1) SEC 13F filing(s) with portfolio value of $881,981,491.

What stocks does Pat Dorsey own?

In Pat Dorsey's portfolio as of 31 Mar 2023, the top 5 holdings are (META) META PLATFORMS INC-CLASS A (22.98%), (SMAR) SMARTSHEET INC-CLASS A (19.71%), (WIX) WIXCOM LTD (17.49%), (GOOG) ALPHABET INC-CL C (9.65%) and (ROKU) ROKU INC (8.68%).

To see the historical data of Dorsey Asset Management's portfolio holdings please click on the "2023 Q1" dropdown menu and select the date.

To see Dorsey Asset Management's original 13F reports (2023 Q1), please click on the "important" button.

Portfolio value: $881M+
Period: 2023 Q1
Number of stock: 9
Update: 20 Jul 2023
GOOG
9.65%
421,346
$104.00
85.54% $192.96
$43,820,006
+43.30% (+127,321)
+2.92%
META
22.98%
956,098
$211.94
176.14% $585.25
$202,635,410
-3.62% (-35,944)
-0.86%
PYPL
6.19%
718,922
$75.94
14.74% $87.13
$54,594,937
-3.62% (-27,028)
-0.23%
ROKU
8.68%
1,162,463
$65.82
22.44% $80.59
$76,513,315
-30.71% (-515,248)
-3.85%
SEMR
3.82%
3,350,938
$10.05
21.39% $12.20
$33,676,927
-5.58% (-198,005)
-0.23%
SMAR
19.71%
3,583,034
$47.80
17.18% $56.01
$171,269,026
-5.43% (-205,818)
-1.13%
UPWK
3.33%
2,591,208
$11.32
45.23% $16.44
$29,332,475
-3.62% (-97,403)
-0.13%
DIS
8.17%
719,424
$100.13
11.88% $112.03
$72,035,925
-3.62% (-27,045)
-0.31%
WIX
17.49%
1,545,370
$99.80
121.81% $221.37
$154,227,926
-3.63% (-58,208)
-0.66%
9 of 9

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.