Tracking Pat Dorsey’s Dorsey Asset Management 13F Portfolio – Q1 2023 Update

• Pat Dorsey’s 13F portfolio value increased from ~$688M to ~$829M this quarter. 
• They increased Alphabet while decreasing Smartsheet.com and Roku. 
• Meta Platforms at ~23% of the portfolio is the largest position. 

 Pay Dorsey’s Dorsey Asset Management 13F Portfolio value increased from ~$688M to ~$829M this quarter. The heavily concentrated portfolio continues to have only a handful of positions.

 

The spreadsheet below highlights changes to Dorsey Asset Management’s 13F holdings in Q1 2023. Please lookup our previous update to see how the portfolio has progressed:

 

 

 

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