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|
|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|
*Price per share is the stock price on the date of the portfolio.