Pat Dorsey Portfolio 2023
Pat Dorsey
Dorsey Asset Management LLC Holdings Strategy: Growth InvestorPat Dorsey is one of the brains behind Morningstar's economic moat ratings, as well as their framework for analyzing competitive advantage. He also wrote two books: βThe Five Rules for Successful Stock Investingβ and "The Little Book that Builds Wealthβ. He was the Director of Research for Sanibel Captiva Trust. After he quit he founded Dorsey Asset Management. Pat Dorsey's portfolio is heavily invested in tech and growth-oriented companies, showcasing his strategic market approach geared towards long-term value. Leading his investment selections is Meta Platforms Inc., representing 23.1% of his portfolio, underlining a confident stance in the social media giant's future potential. Alphabet Inc., with its Class C Ordinary Shares, follows at 14.1%, reflecting trust in the enduring strength and innovation of this tech behemoth. Smartsheet Inc., accounting for 13.0% of the portfolio, mirrors an investment belief in cloud-based platforms and collaborative work management solutions. Wix.com Ltd holds a significant share as well, making up 12.7% of his investments, indicating an optimistic view on online web development services. Lastly, Herc Holdings Inc captures 10.0% of the portfolio distribution, diversifying into the industrial sector with expectations of robust growth in equipment rental markets. This composition not only highlights key stocks within Pat Dorsey's portfolio but also offers insights into his top investment preferences and convictions.
Track Dorsey, It's Free!Performance
1 Year
+40.80%
3 Years
-17.47%
5 Years
+67.87%
10 years
+220.74%
Sectors
Largest Holdings
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See the listTrades
- Meta Platforms Inc - Ordinary Shares - Class A (META)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 23.8%
- (Buy) $177.33 β +188.8% β$512.19 (Now)
- Alphabet Inc - Ordinary Shares - Class C (GOOG)
- Sector: All Other Telecommunications
- % of Portfolio: 14.0%
- (Buy) $71.12 β +90.2% β$135.24 (Now)
- Wix.com Ltd (WIX)
- Sector: Custom Computer Programming Services
- % of Portfolio: 13.2%
- (Buy) $156.72 β -8.9% β$142.76 (Now)
- Smartsheet Inc - Ordinary Shares - Class A (SMAR)
- Sector: Software Publishers
- % of Portfolio: 12.8%
- (Buy) $56.25 β -25.7% β$41.79 (Now)
- Herc Holdings Inc (HRI)
- Sector: Other Commercial and Industrial Machinery and Equipment Rental and Leasing
- % of Portfolio: 9.9%
- (Buy) $121.42 β +31.4% β$159.55 (Now)
- Danaher Corp. (DHR)
- Sector: Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables
- % of Portfolio: 9.6%
- (Buy) $212.81 β +19.4% β$254.12 (Now)
- PayPal Holdings Inc (PYPL)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 8.6%
- (Buy) $113.32 β -48.4% β$58.50 (Now)
- Upwork Inc (UPWK)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 4.3%
- (Buy) $13.40 β -3.7% β$12.90 (Now)
- SEMrush Holdings Inc - Ordinary Shares - Class A (SEMR)
- Sector: Software Publishers
- % of Portfolio: 3.8%
- (Buy) $20.77 β -45.5% β$11.32 (Now)
- Trade Desk Inc - Ordinary Shares - Class A (TTD)
- Sector: Software Publishers
- % of Portfolio: Sold
- (Buy) $8.35 β +880.3% β$81.83 (Now)
- Alteryx Inc - Ordinary Shares - Class A (AYX)
- Sector: Software Publishers
- % of Portfolio: Sold
- (Buy) $111.71 β -56.9% β$48.19 (Now)
- Avalara Inc (AVLR)
- Sector: Software Publishers
- % of Portfolio: Sold
- (Buy) $66.50 β +40.6% β$93.48 (Now)
- Ansys Inc. - Registered Shares (ANSS)
- Sector: Software Publishers
- % of Portfolio: Sold
- (Buy) $101.85 β +233.2% β$339.37 (Now)
- Poshmark Inc - Class A (POSH)
- Sector: Electronic Shopping
- % of Portfolio: Sold
- (Buy) $18.45 β -3.0% β$17.90 (Now)
- EBay Inc. (EBAY)
- Sector: Software Publishers
- % of Portfolio: Sold
- (Buy) $55.65 β -8.7% β$50.78 (Now)
- Dollar General Corp. (DG)
- Sector: All Other General Merchandise Stores
- % of Portfolio: Sold
- (Buy) $149.07 β +6.6% β$158.93 (Now)
- Walt Disney Co (The) (DIS)
- Sector:
- % of Portfolio: Sold
- (Buy) $174.27 β -36.8% β$110.18 (Now)
- Despegar.com Corp (DESP)
- Sector: Travel Agencies
- % of Portfolio: Sold
- (Buy) $13.62 β -30.6% β$9.46 (Now)
- Roku Inc - Ordinary Shares - Class A (ROKU)
- Sector: Cable and Other Subscription Programming
- % of Portfolio: Sold
- (Buy) $111.24 β -43.3% β$63.07 (Now)
- Brookfield Asset Management Ltd - Ordinary Shares - Class A (BAM)
- Sector: Securities and Commodity Exchanges
- % of Portfolio: Sold
- (Buy) $22.78 β +86.6% β$42.51 (Now)
- Descartes Systems Group Inc (DSGX)
- Sector: Software Publishers
- % of Portfolio: Sold
- (Buy) $21.32 β +329.6% β$91.59 (Now)
- Yelp Inc (YELP)
- Sector: Internet Publishing and Broadcasting and Web Search Portals
- % of Portfolio: Sold
- (Buy) $31.55 β +20.8% β$38.13 (Now)
- Chegg Inc (CHGG)
- Sector: Educational Support Services
- % of Portfolio: Sold
- (Buy) $14.59 β -43.5% β$8.24 (Now)
- SiteOne Landscape Supply Inc (SITE)
- Sector: Flower, Nursery Stock, and Florists' Supplies Merchant Wholesalers
- % of Portfolio: Sold
- (Buy) $71.46 β +150.8% β$179.23 (Now)
- Roper Technologies Inc (ROP)
- Sector: Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables
- % of Portfolio: Sold
- (Buy) $203.77 β +168.1% β$546.32 (Now)
- Workiva Inc - Ordinary Shares - Class A (WK)
- Sector: Software Publishers
- % of Portfolio: Sold
- (Buy) $17.40 β +395.8% β$86.27 (Now)
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Average Buy Price |
Current Price |
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Options
Can't find any put or calls that Pat Dorsey has in Dorsey Asset Management
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Metrics
Performance
1 Year
+40.80%
3 Years
-17.47%
5 Years
+67.87%
10 years
+220.74%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $577 Billion
- Dividend Yield 0.22 %
- Beta 1.6235
- P/E Ratio 25.48
- Negative P/E Ratio -415.99
- Profit Margin 12.28%
- PEG 188.36
- Price to Sales Ratio 5.78
- Price to Book Ratio -3.15
- Enterprise Value to EBIT: -31.52
- Enterprise Value to Revenue 5.83
- Total Debt to Enterprise Value 0.09
- Debt to Equity -0.3104
- Quarterly Earnings Growth (YoY) -
- Return on Equity 13.03%
- Return on Assets 6.37%
- Return on Invested Capital 7.98%
Track Dorsey
Don't miss a trade. Get notified when Pat Dorsey makes his next trade, It's Free!
About Pat Dorsey
Pat Dorsey is one of the brains behind Morningstar's economic moat ratings, as well as their framework for analyzing competitive advantage. He also wrote two books: βThe Five Rules for Successful Stock Investingβ and "The Little Book that Builds Wealthβ. He was the Director of Research for Sanibel Captiva Trust. After he quit he founded Dorsey Asset Management. Pat Dorsey's portfolio is heavily invested in tech and growth-oriented companies, showcasing his strategic market approach geared towards long-term value. Leading his investment selections is Meta Platforms Inc., representing 23.1% of his portfolio, underlining a confident stance in the social media giant's future potential. Alphabet Inc., with its Class C Ordinary Shares, follows at 14.1%, reflecting trust in the enduring strength and innovation of this tech behemoth. Smartsheet Inc., accounting for 13.0% of the portfolio, mirrors an investment belief in cloud-based platforms and collaborative work management solutions. Wix.com Ltd holds a significant share as well, making up 12.7% of his investments, indicating an optimistic view on online web development services. Lastly, Herc Holdings Inc captures 10.0% of the portfolio distribution, diversifying into the industrial sector with expectations of robust growth in equipment rental markets. This composition not only highlights key stocks within Pat Dorsey's portfolio but also offers insights into his top investment preferences and convictions.
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the listTrack Dorsey
Don't miss a trade. Get notified when Pat Dorsey makes his next trade, It's Free!