Dorsey Asset Management, Llc (Pat Dorsey)
Basic Stats
Market Value
777.95M
Top 10 (%)
100.00%
Portfolio Size
9 (-1)
Avg. Holding Period
14 years
Turnover
0.33%
Industry Breakdown
Services-computer Programming, Data Processing, Etc.
45.21%
Services-prepackaged Software
20.50%
Services-miscellaneous Equipment Rental & Leasing
9.89%
Services-business Services, Nec
9.70%
Industrial Instruments For Measurement, Display, And Control
9.35%
Services-computer Processing & Data Preparation
5.35%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Meta Platforms Inc | META | 136.68M | 17.57% | 386.13K | -17.70% | -83.05K | $353.96 | 0.01% |
 Smartsheet Inc | SMAR | 121.75M | 15.65% | 2.55M | -5.50% | -148.26K | $47.82 | 1.88% |
 Alphabet Inc | GOOG | 120.87M | 15.54% | 857.65K | -5.50% | -49.96K | $140.93 | 0.01% |
 Wix Com Ltd | WIX | 94.18M | 12.11% | 765.59K | -37.74% | -464.04K | $123.02 | 1.35% |
 Herc Hldgs Inc | HRI | 76.96M | 9.89% | 516.89K | 19.34% | 83.75K | $148.89 | 1.81% |
 Paypal Hldgs Inc | PYPL | 75.46M | 9.70% | 1.23M | -5.51% | -71.58K | $61.41 | 0.11% |
 Danaher Corporation | DHR | 72.76M | 9.35% | 314.52K | New Buy | 314.52K | $231.34 | 0.04% |
 Upwork Inc | UPWK | 41.60M | 5.35% | 2.80M | -37.48% | -1.68M | $14.87 | 2.07% |
 Semrush Hldgs Inc | SEMR | 37.70M | 4.85% | 2.76M | -7.59% | -226.75K | $13.66 | 1.93% |
 Dollar Gen Corp New | DG | — | — | — | Sold Out | -272.82K | $105.80 | — |
 Disney Walt Co | DIS | — | — | — | Sold Out | -627.31K | $168.50 | — |
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