Pat Dorsey's Portfolio

Dorsey Asset Management 13F holdings

What is Pat Dorsey's portfolio?

Dorsey Asset Management has disclosed a total of 11 security holdings in their (2024 Q4) SEC 13F filing(s) with portfolio value of $970,037,173.

What stocks does Pat Dorsey own?

In Pat Dorsey's portfolio as of 31 Dec 2024, the top 5 holdings are (WIX) WIXCOM LTD (12.80%), (META) META PLATFORMS INC-CLASS A (12.57%), (GOOG) ALPHABET INC-CL C (12.55%), (AZO) AUTOZONE INC (12.40%) and (PYPL) PAYPAL HOLDINGS INC (11.45%).

To see the historical data of Dorsey Asset Management's portfolio holdings please click on the "2024 Q4" dropdown menu and select the date.

To see Dorsey Asset Management's original 13F reports (2024 Q4), please click on the "important" button.

Portfolio value: $970M+
Period: 2024 Q4
Number of stock: 11
Update: 14 Feb 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
12.55%
639,218
$190.44
12.10% $167.39
$121,732,676
+41.54% (+187,600)
+3.68%
AZO
AUTOZONE INC
12.40%
37,570
$3,202.00
10.11% $3,525.82
$120,299,140
+27.54% (+8,112)
+2.68%
DHR
DANAHER CORP
9.34%
394,791
$229.55
10.58% $205.27
$90,624,274
+32.71% (+97,299)
+2.30%
HRI
HERC HOLDINGS INC
5.33%
272,903
$189.33
34.89% $123.27
$51,668,725
-35.95% (-153,157)
-2.99%
META
META PLATFORMS INC-CLASS A
12.57%
208,247
$585.51
5.51% $617.75
$121,930,701
-10.50% (-24,422)
-1.47%
PYPL
PAYPAL HOLDINGS INC
11.45%
1,301,183
$85.35
20.09% $68.20
$111,055,969
+11.93% (+138,660)
+1.22%
SEMR
SEMRUSH HOLDINGS INC-A
2.77%
2,258,481
$11.88
18.10% $9.73
$26,830,754
+6.84% (+144,534)
+0.18%
SMAR
SMARTSHEET INC-CLASS A
8.36%
1,447,727
$56.03
0.79% $56.47
$81,116,144
-3.05% (-45,559)
-0.26%
SPT
SPROUT SOCIAL INC - CLASS A
7.30%
2,306,149
$30.71
22.73% $23.73
$70,821,836
+16.71% (+330,155)
+1.05%
UPWK
UPWORK INC
5.13%
3,045,142
$16.35
17.92% $13.42
$49,788,072
+15.03% (+397,997)
+0.67%
WIX
WIXCOM LTD
12.80%
578,741
$214.55
17.99% $175.96
$124,168,882
+4.49% (+24,847)
+0.55%
11 of 11

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
APP
APPLOVIN CORP-CLASS A
698,796
-9.40%

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.