- Pat Dorsey’s 13F portfolio value increased from $928M to $970M this quarter.
- They dropped Applovin (APP) and decreased Meta Platforms (META) during the quarter.
- Wix.com at ~13% of the portfolio is the largest position.
Pat Dorsey’s Dorsey Asset Management 13F Portfolio value
increased from $928M to $970M 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:
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