Dorsey Asset Management, LLC, under direction of Pat Dorsey has filed its 13F form on February 14, 2024 for Q4 2023 where it was disclosed a total value porftolio of $778 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $137M, Smartsheet Inc with a value of $122M, Alphabet Inc. with a value of $121M, Wix.Com Ltd. with a value of $94.2M, and Herc Holdings Inc with a value of $77M.

Examining the 13F form we can see an increase of $12.1M in the current position value, from $766M to 778M.

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 $778 Million
Communication Services: $258 Million
Technology: $254 Million
Industrials: $119 Million
Financial Services: $75.5 Million
Healthcare: $72.8 Million

Stock Holdings Table

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.
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Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $778 Million
  • Prior Value $766 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 14, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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