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 8月 2024
最終更新
AUM
$839.4M保有銘柄
11ROI %
17.52%QoQ%
6.26%平均保有期間
3y
セクター別内訳
トップ投資
パフォーマンス
保有銘柄
S&P 500
株式
11
オプション
0
銘柄
名前
株式
株式価値
% ポートフォリオ
変化
変動 %
履歴
平均買付価格
現在の価格
報告日
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
