Dorsey Asset Management Pat Dorsey
Top positions activity
Value History
Quarterly report: Q4 2023
Total portfolio value: $778.0M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
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FB
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Meta Platforms Inc - Class A | 136.7M 17.56% | 386.1K | -83.1K ↓17.70% | |
|
SMAR
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Smartsheet Inc - Class A | 121.8M 15.65% | 2.5M | -148.3K ↓5.50% | |
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GOOG
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Alphabet Inc - Class C | 120.9M 15.53% | 857.6K | -50.0K ↓5.50% | |
|
WIX
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Wix.com Ltd | 94.2M 12.1% | 765.6K | -464.0K ↓37.74% | |
|
HRI
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Herc Holdings Inc | 77.0M 9.89% | 516.9K | +83.8K ↑19.34% | |
|
PYPL
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PayPal Holdings Inc | 75.5M 9.69% | 1.2M | -71.6K ↓5.51% | |
|
DHR
|
Danaher Corp. | 72.8M 9.35% | 314.5K | +314.5K Newly Added | |
|
UPWK
|
Upwork Inc | 41.6M 5.34% | 2.8M | -1.7M ↓37.48% | |
|
SEMR
|
SEMrush Holdings Inc - Class A | 37.7M 4.84% | 2.8M | -226.7K ↓7.59% |
Sold Out Positions
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