Pat Dorsey, revealed in a recent regulatory filing his newest positions. In his Dorsey Asset Management’s portfolio you can find the top 9 holdings based on Dorsey’s 13F filings as of September 30, 2021.
|No.||Stock||Class||Value||% of total portfolio||Shares||Price per share*|
|1||FACEBOOK INC||CL A||195,316,000||17.0||575,491||339.39|
|2||SMARTSHEET INC||COM CL A||190,899,000||16.7||2,773,894||68.82|
|3||WIX COM LTD||SHS||166,153,000||14.5||847,847||195.97|
|4||PAYPAL HLDGS INC||COM||147,993,000||12.9||568,745||260.21|
|5||DISNEY WALT CO||COM||131,572,000||11.5||777,753||169.17|
|8||ALPHABET INC||CAP STK CL C||66,390,000||5.8||24,909||2665.3|
|9||SEMRUSH HLDGS INC||CL A COM||58,820,000||5.1||2,550,725||23.06|
*Price per share is the stock price on the date of the portfolio.