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 (2024 Q3) SEC 13F filing(s) with portfolio value of $927,641,584.

What stocks does Pat Dorsey own?

In Pat Dorsey's portfolio as of 30 Sep 2024, the top 5 holdings are (META) META PLATFORMS INC-CLASS A (14.36%), (AZO) AUTOZONE INC (10.00%), (WIX) WIXCOM LTD (9.98%), (APP) APPLOVIN CORP-CLASS A (9.83%) and (PYPL) PAYPAL HOLDINGS INC (9.78%).

To see the historical data of Dorsey Asset Management's portfolio holdings please click on the "2024 Q3" dropdown menu and select the date.

To see Dorsey Asset Management's original 13F reports (2024 Q3), please click on the "important" button.

Portfolio value: $927M+

Period: 2024 Q3

Number of stock: 12

Update: 14 Nov 2024

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOG

ALPHABET INC-CL C

8.14%

451,618

$167.19

15.41% $192.96

$75,506,013

-2.93% (-13,650)

-0.25%

APP

APPLOVIN CORP-CLASS A

9.83%

698,796

$130.55

161.19% $340.99

$91,227,818

buy

+9.83%

AZO

AUTOZONE INC

10.00%

29,458

$3,150.04

3.28% $3,253.47

$92,793,878

-2.94% (-893)

-0.30%

DHR

DANAHER CORP

8.92%

297,492

$278.02

17.79% $228.55

$82,708,726

-2.91% (-8,928)

-0.27%

HRI

HERC HOLDINGS INC

7.32%

426,060

$159.43

17.50% $187.33

$67,926,746

-2.97% (-13,058)

-0.22%