Pat Dorsey – Dorsey Asset Management Portfolio | DataHeimdall

Pat Dorsey

Dorsey Asset Management·CIK 1671657

11

Positions

$359.8M

Portfolio Value

37

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2018

META

WIX

PYPL

TTD

GOOG

DG

CMPRXXXX

ANSS

ROP

EBAY

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	SITE	SITEONE LANDSCAPE SUPPLY INC	6.84%	387,315	$29,180,000	SOLD
2	WK	WORKIVA INC	2.37%	237,389	$8,520,000