Pat Dorsey Portfolio Holdings by Sector
Dorsey Asset Management, LLC
- $971 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$244,564
25.19% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
SMAR SPT SEMR 3 stocks |
$178,767
18.41% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
WIX 1 stocks |
$124,168
12.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
AZO 1 stocks |
$120,299
12.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL 1 stocks |
$111,055
11.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$90,624
9.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
HRI 1 stocks |
$51,668
5.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
UPWK 1 stocks |
$49,788
5.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|