Pat Dorsey – Dorsey Asset Management Portfolio | DataHeimdall

Pat Dorsey

Dorsey Asset Management·CIK 1671657

10

Positions

$860.2M

Portfolio Value

37

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q1 2024

META

GOOG

WIX

SMAR

PYPL

DHR

HRI

AZO

SEMR

UPWK

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	AZO	AUTOZONE INC	8.53%	23,282	$73,376,715	NEW
2	SEMR	SEMRUSH HLDGS INC	5.87%	3,805,121	$50,455,904