- Pat Dorsey’s 13F portfolio value increased from ~$688M to ~$829M this quarter.
- They increased Alphabet while decreasing Smartsheet.com and Roku.
- Meta Platforms at ~23% of the portfolio is the largest position.
Pay Dorsey’s Dorsey Asset Management 13F Portfolio value increased from ~$688M to ~$829M 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 Q1 2023. Please lookup our previous
update to see how the portfolio has progressed:
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