Pat Dorsey Portfolio Holdings by Sector
Dorsey Asset Management, LLC
- $860 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$268,328
31.2% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
SMAR SEMR 2 stocks |
$147,179
17.11% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
WIX 1 stocks |
$103,857
12.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL 1 stocks |
$81,222
9.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$77,504
9.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
HRI 1 stocks |
$74,854
8.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
AZO 1 stocks |
$73,376
8.53% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
UPWK 1 stocks |
$33,842
3.93% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|