Pat Dorsey – Dorsey Asset Management Portfolio | DataHeimdall

Pat Dorsey

Dorsey Asset Management·CIK 1671657

10

Positions

$213.1M

Portfolio Value

37

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2017

META

CMPRXXXX

YELP

GOOG

BAMXXXX

DG

ANSS

ROP

DSGX

WK

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023

#	Ticker	Company	Weight	Shares	Value	Change
1	YELP	YELP INC	10.37%	736,000	$22,095,000	NEW
2	META	FACEBOOK INC	18.72%	264,159	$39,883,000