Pat Dorsey Portfolio Holdings by Sector

Dorsey Asset Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services META GOOG 2 stocks	$245,725 22.09% of portfolio	-	2	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$170,672 15.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$167,698 15.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$152,943 13.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$128,183 11.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$91,652 8.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare RPRX 1 stocks	$82,923 7.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ENOV 1 stocks	$72,795 6.54% of portfolio	-	1	-	-	0 Calls 0 Puts

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

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