- Pat Dorsey’s 13F portfolio value decreased from ~$1.04B to ~$801M this quarter.
- They dropped eBay while increasing all other positions.
- Wix.com at ~15% of the portfolio is the largest position.
Pay Dorsey’s Dorsey Asset Management 13F Portfolio value
decreased from ~$1.04B to ~$801M 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 Q2 2022. Please lookup our previous
update to see how the portfolio has progressed:
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