Dorsey Asset Management Pat Dorsey

Top positions activity

Value History

Quarterly report: Q3 2023

Total portfolio value: $765.9B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FB
Meta Platforms Inc - Class A 140.9B 18.39% 469.2K -157.1K ↓25.09%
GOOG
Alphabet Inc - Class C 119.7B 15.62% 907.6K +169.5K ↑22.96%
WIX
Wix.com Ltd 112.9B 14.73% 1.2M -164.1K ↓11.77%
SMAR
Smartsheet Inc - Class A 109.0B 14.23% 2.7M -586.3K ↓17.87%
PYPL
PayPal Holdings Inc 76.0B 9.92% 1.3M +651.9K ↑100.55%
HRI
Herc Holdings Inc 51.5B 6.72% 433.1K +230.3K ↑113.58%
DIS
Walt Disney Co (The) 50.8B 6.63% 627.3K -21.5K ↓3.31%
UPWK
Upwork Inc 50.8B 6.63% 4.5M -217.1K ↓4.63%
DG
Dollar General Corp. 28.9B 3.76% 272.8K +272.8K Newly Added
SEMR
SEMrush Holdings Inc - Class A 25.4B 3.31% 3.0M -35.1K ↓1.16%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
ROKU
Roku Inc - Class A 50.0B 6.61% 781.2K Sold Out