Pat Dorsey profile

Dorsey Asset Management, Llc (Pat Dorsey)

Basic Stats

Market Value

755.23M

Top 10 (%)

100.00%

Portfolio Size

10 (1)

Avg. Holding Period

14 years

Turnover

0.10%

Industry Breakdown

Services-computer Programming, Data Processing, Etc.

50.06%

Services-prepackaged Software

20.45%

Services-miscellaneous Amusement & Recreation

7.67%

Cable & Other Pay Television Services

6.62%

Services-computer Processing & Data Preparation

5.80%

Services-business Services, Nec

5.73%

Services-miscellaneous Equipment Rental & Leasing

3.67%

META(24%)SMAR(17%)WIX(14%)GOOG(12%)DIS(8%)ROKU(7%)$755.23M (100%)Market Value
Meta Platforms Inc Website

Meta Platforms Inc

META179.74M23.80%626.30K

-34.49%

-329.80K$286.980.02%
Smartsheet Inc Website

Smartsheet Inc

SMAR125.52M16.62%3.28M

-9.81%

-357.00K$38.262.48%
Wix Com Ltd Website

Wix Com Ltd

WIX109.04M14.44%1.39M

-9.82%

-151.69K$78.242.47%
Alphabet Inc Website

Alphabet Inc

GOOG89.29M11.82%738.12K

-9.78%

-80.03K$120.970.01%
Disney Walt Co Website

Disney Walt Co

DIS57.93M7.67%648.82K

-9.81%

-70.61K$89.280.04%
Roku Inc Website

Roku Inc

ROKU49.96M6.62%781.18K

-32.80%

-381.28K$63.960.56%
Upwork Inc Website

Upwork Inc

UPWK43.82M5.80%4.69M

81.05%

2.10M$9.343.53%
Paypal Hldgs Inc Website

Paypal Hldgs Inc

PYPL43.27M5.73%648.36K

-9.81%

-70.56K$66.730.06%
Semrush Hldgs Inc Website

Semrush Hldgs Inc

SEMR28.92M3.83%3.02M

-9.82%

-329.04K$9.572.13%
Herc Hldgs Inc Website

Herc Hldgs Inc

HRI27.75M3.67%202.80K

New Buy

202.80K$136.850.70%

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