- Pat Dorsey’s 13F portfolio value decreased from $860M to $839M this quarter.
- They added Sprout Social (SPT) and increased AutoZone (AZO) during the quarter.
- Meta Platforms at ~14% of the portfolio is the largest position.
Pat Dorsey’s Dorsey Asset Management 13F Portfolio value
decreased from ~$860M to ~$839M this quarter. The heavily concentrated
portfolio continues to have only a handful of positions.
To learn about individual investing, check out the classics The Intelligent Investor and Security Analysis.
The spreadsheet below highlights changes to Dorsey Asset
Management’s 13F holdings in Q2 2024. Please lookup our previous
update to see how the portfolio has progressed:
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