Pat Dorsey (Dorsey Asset Management) Portfolio March 31, 2021
Pat Dorsey, revealed in a recent regulatory filing his newest positions. In his Dorsey Asset Management’s portfolio you can find the top 11 holdings based on Dorsey’s 13F filings as of March 31, 2021.
No. | Stock | Class | Value | % of total portfolio | Shares | Price per share* |
1 | META PLATFORMS INC | CL A | 168,095,000 | 16.2 | 755,957 | 222.36 |
2 | SMARTSHEET INC | COM CL A | 164,841,000 | 15.9 | 3,009,153 | 54.78 |
3 | WIX COM LTD | SHS | 163,589,000 | 15.8 | 1,566,047 | 104.46 |
4 | DISNEY WALT CO | COM | 101,445,000 | 9.8 | 739,610 | 137.16 |
5 | PAYPAL HLDGS INC | COM | 85,465,000 | 8.2 | 738,996 | 115.65 |
6 | ROKU INC | COM CL A | 84,835,000 | 8.2 | 677,215 | 125.27 |
7 | EBAY INC. | COM | 74,002,000 | 7.1 | 1,292,392 | 57.26 |
8 | ALPHABET INC | CAP STK CL C | 65,864,000 | 6.3 | 23,582 | 2792.98 |
9 | POSHMARK INC | COM CL A | 53,088,000 | 5.1 | 4,193,327 | 12.66 |
10 | SEMRUSH HLDGS INC | CL A COM | 41,138,000 | 4.0 | 3,445,361 | 11.94 |
11 | UPWORK INC | COM | 36,210,000 | 3.5 | 1,558,109 | 23.24 |
*Price per share is the stock price on the date of the portfolio.