- Pat Dorsey’s 13F portfolio value decreased from ~$829M to ~$755M this quarter.
- They increased Upwork (UPWK) while decreasing Meta Platforms (META) and Roku (ROKU).
- Meta Platforms at ~24% of the portfolio is the largest position.
Pay Dorsey’s Dorsey Asset Management 13F Portfolio value
decreased from ~$829M to ~$755M 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 Q2 2023. Please lookup our previous
update to see how the portfolio has progressed:
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