Pat Dorsey – Dorsey Asset Management Portfolio | DataHeimdall

Pat Dorsey

Dorsey Asset Management·CIK 1671657

12

Positions

$927.6M

Portfolio Value

37

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q3 2024

META

AZO

WIX

APP

PYPL

DHR

SMAR

GOOG

HRI

SPT

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	APP	APPLOVIN CORP	9.83%	698,796	$91,227,818	NEW
2	PYPL	PAYPAL HLDGS INC	9.78%	1,162,523	$90,711,670