Pat Dorsey

Dorsey Asset Management, LLC

CIK

1671657

Former Morningstar analyst and author known for his expertise in analyzing moats, or competitive advantages, of businesses and his focus on high-quality, resilient companies.

14 Aug 2024

Last Update

AUM

$839.4M

Holdings

ROI %

17.52%

QoQ%

6.26%

Avg. Holding Period

Pat Dorsey

Overview

Stock Insights

Activity

Filings

Overview Stock Insights Activity Filings

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Sold

381K

shares of

GOOG

for

$183.42

Bought

1.7M

shares of

SPT

for

$35.68

Sold

184.6K

shares of

WIX

for

$159.07

Sold

47.5K

shares of

Performance

Holdings

S&P 500

Stocks

Options

META

Meta Platforms Inc.

239.72K

$120.87M

14.40%

-47.5K

-16.54%

$174.02(189.75%)

$504.22

30 Jun 2024

SMAR

Smartsheet Inc

2.48M

$109.34M

13.03%

-31.94K

-1.27%

$55.86(-21.09%)

$44.08

30 Jun 2024

WIX

Wix.Com Ltd

570.86K

$90.81M

10.82%

-184.58K

-24.43%

$155.87(2.05%)

$159.07

30 Jun 2024

AZO

AutoZone Inc

30.35K

$89.96M

10.72%

7.07K

30.36%

$3.11K(-4.63%)

$2.96K

30 Jun 2024

GOOG

Alphabet Inc Class C

465.27K

$85.34M

10.17%

-381.03K

-45.02%

$88.5(107.25%)

$183.42

30 Jun 2024

DHR

Danaher Corporation

306.42K

$76.56M

9.12%

-3.94K

-1.27%

$231.34(8.00%)

$249.85

30 Jun 2024

PYPL

PayPal Holdings Inc

1.2M

$69.46M

8.28%

-15.41K

-1.27%

$111.02(-47.73%)

$58.03

30 Jun 2024

SPT

Sprout Social Inc

1.73M

$61.58M

7.34%

1.73M

New

$35.68(0.00%)

$35.68

30 Jun 2024

HRI

Herc Holdings Inc

439.12K

$58.53M

6.97%

-5.65K

-1.27%

$130.82(1.89%)

$133.29

30 Jun 2024

SEMR

Semrush Holdings Inc

3.56M

$47.65M

5.68%

-246.3K

-6.47%

$18.13(-26.14%)

$13.39

30 Jun 2024

UPWK

Upwork Inc

2.73M

$29.3M

3.49%

-35.09K

-1.27%

$15.59(-31.05%)

$10.75

30 Jun 2024