Tracking Pat Dorsey’s Dorsey Asset Management 13F Portfolio – Q4 2022 Update

•  Pat Dorsey’s 13F portfolio value decreased from ~$786M to ~$688M this quarter. 
• They increased Meta Platforms, Smartsheet.com, and Roku while decreasing Wix.com. 
• Smartsheet.com at ~22% of the portfolio is the largest position. 

Pay Dorsey’s Dorsey Asset Management 13F Portfolio value decreased from ~$786M to ~$688M 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 - Semrush (SEMR) and Poshmark (POSH).

 

The spreadsheet below highlights changes to Dorsey Asset Management’s 13F holdings in Q4 2022. Please lookup our previous update to see how the portfolio has progressed:

 

 

 

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