- Pat Dorsey’s 13F portfolio value decreased from ~$1.17B to ~$1.04B this quarter.
- They added Roku and increased Meta Platforms & PayPal Holdings.
- Meta Platforms at ~16% of the portfolio is the largest position.
Pay Dorsey’s Dorsey Asset Management 13F Portfolio value decreased from ~$1.17B to ~$1.04B this quarter. The heavily concentrated portfolio continues to have only a handful of positions.
Note: Regulatory filings show them owning significant
ownership stakes in the following businesses - ~8% of Semrush (SEMR) and ~7% of
Poshmark (POSH).
The spreadsheet below highlights changes to Dorsey Asset
Management’s 13F holdings in Q1 2022:
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