Dorsey Asset Management, LLC, under direction of Pat Dorsey has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $839 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $121M, Smartsheet Inc with a value of $109M, Wix.Com Ltd. with a value of $90.8M, Autozone Inc with a value of $90M, and Alphabet Inc. with a value of $85.3M.

Examining the 13F form we can see an decrease of $20.8M in the current position value, from $860M to 839M.

Dorsey Asset Management, LLC is based out at Chicago, IL

Below you can find more details about Pat Dorsey portfolio as well as his latest detailed transactions.

Portfolio value $839 Million
Technology: $309 Million
Communication Services: $206 Million
Consumer Cyclical: $90 Million
Industrials: $87.8 Million
Healthcare: $76.6 Million
Financial Services: $69.5 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Pat Dorsey

Pat Dorsey

Pat Dorsey is the founder and president of Dorsey Asset Management, a successful investment firm that focuses on value investing. Dorsey is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.
Track Pat Dorsey's portfolio

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $839 Million
  • Prior Value $860 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track Pat Dorsey's Portfolio

Track Pat Dorsey Portfolio

Follow Pat Dorsey (Dorsey Asset Management, LLC) and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dorsey Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dorsey Asset Management, LLC and Pat Dorsey with notifications on news.