Pat Dorsey – Dorsey Asset Management Portfolio | DataHeimdall

Pat Dorsey

Dorsey Asset Management·CIK 1671657

12

Positions

$426.8M

Portfolio Value

37

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q3 2018

META

DG

PYPL

GOOG

TTD

WIX

ROP

WK

SITE

CMPRXXXX

Others

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	WIX	WIX COM LTD	8.24%	293,877	$35,177,000	NEW
2	WK	WORKIVA INC	6.95%	751,481	$29,683,000