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← Pat Dorsey

Pat Dorsey's 2024Q2 portfolio

Pat Dorsey (Dorsey Asset Management) held 2 positions as of Jun 30, 2024, with the largest position at 14.4% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q2but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Jun 30, 2024 (2)

  1. 1METAMeta Platforms Inc-class A
    % port
    14.4%
    -1.8pp vs prior Qnow 7.4%
  2. 2DHRDanaher Corp
    % port
    9.1%
    +0.1pp vs prior Qnow 8.8%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.