Pat Dorsey Portfolio Holdings by Sector
Dorsey Asset Management, LLC
- $839 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
SMAR SPT SEMR 3 stocks |
$218,569
26.04% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$206,212
24.57% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
WIX 1 stocks |
$90,806
10.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
AZO 1 stocks |
$89,963
10.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$76,559
9.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL 1 stocks |
$69,464
8.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
HRI 1 stocks |
$58,530
6.97% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
UPWK 1 stocks |
$29,296
3.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|