Tracking Pat Dorsey’s Dorsey Asset Management 13F Portfolio – Q1 2022 Update

  • 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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