- Pat Dorsey’s 13F portfolio value increased from $755M to $766M this quarter.
- They added Dollar General (DG) and increased Alphabet (GOOG), PayPal (PYPL), and Herc Holdings (HEI)
- Meta Platforms at ~18% of the portfolio is the largest position.
Pat Dorsey’s Dorsey Asset Management 13F Portfolio value
increased from ~$755M to ~$766M 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 Q3 2023. Please lookup our previous
update to see how the portfolio has progressed:
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