- Pat Dorsey’s 13F portfolio value increased from $839M to $928M this quarter.
- They added Applovin (APP) and increased Sprout Social (SPT) during the quarter.
- Meta Platforms at ~14% of the portfolio is the largest position.
Pat Dorsey’s Dorsey Asset Management 13F Portfolio value
increased from ~$839M to $928M 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 Q3 2024. Please lookup our previous update to see how the portfolio has progressed:
No comments :
Post a Comment