- Pat Dorsey’s 13F portfolio value increased from $778M to $860M this quarter.
- They added Autozone (AZO) and increased Semrush Holdings (SEMR) during the quarter.
- Meta Platforms at ~16% of the portfolio is the largest position.
Pat Dorsey’s Dorsey Asset Management 13F Portfolio value increased from ~$778M to ~$860M 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 2024. Please lookup our previous update to see how the portfolio has progressed:
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