SuperInvestors.net

Performance

1 Year

+40.80%

3 Years

-17.47%

5 Years

+67.87%

10 years

+220.74%

Largest Holdings

Track Dorsey

Don't miss a trade. Get notified when Pat Dorsey makes his next trade, It's Free!

Track Dorsey, It's Free!

Trades

Meta Platforms Inc - Ordinary Shares - Class A ^(META)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 23.8%
^(Buy) $177.33 ― +188.8% →$512.19 ^(Now)

Last trade: Q4 2023 ^{Sold 17.7% shares}

Alphabet Inc - Ordinary Shares - Class C ^(GOOG)
Sector: All Other Telecommunications
% of Portfolio: 14.0%
^(Buy) $71.12 ― +90.2% →$135.24 ^(Now)

Last trade: Q4 2023 ^{Sold 5.5% shares}

Wix.com Ltd ^(WIX)
Sector: Custom Computer Programming Services
% of Portfolio: 13.2%
^(Buy) $156.72 ― -8.9% →$142.76 ^(Now)

Last trade: Q4 2023 ^{Sold 37.7% shares}

Smartsheet Inc - Ordinary Shares - Class A ^(SMAR)
Sector: Software Publishers
% of Portfolio: 12.8%
^(Buy) $56.25 ― -25.7% →$41.79 ^(Now)

Last trade: Q4 2023 ^{Sold 5.5% shares}

Herc Holdings Inc ^(HRI)
Sector: Other Commercial and Industrial Machinery and Equipment Rental and Leasing
% of Portfolio: 9.9%
^(Buy) $121.42 ― +31.4% →$159.55 ^(Now)

Last trade: Q4 2023 ^{Increased shares by 19.3%}

Danaher Corp. ^(DHR)
Sector: Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables
% of Portfolio: 9.6%
^(Buy) $212.81 ― +19.4% →$254.12 ^(Now)

Last trade: Q4 2023 ^{New holding}

PayPal Holdings Inc ^(PYPL)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 8.6%
^(Buy) $113.32 ― -48.4% →$58.50 ^(Now)

Last trade: Q4 2023 ^{Sold 5.5% shares}

Upwork Inc ^(UPWK)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 4.3%
^(Buy) $13.40 ― -3.7% →$12.90 ^(Now)

Last trade: Q4 2023 ^{Sold 37.5% shares}

SEMrush Holdings Inc - Ordinary Shares - Class A ^(SEMR)
Sector: Software Publishers
% of Portfolio: 3.8%
^(Buy) $20.77 ― -45.5% →$11.32 ^(Now)

Last trade: Q4 2023 ^{Sold 7.6% shares}

Trade Desk Inc - Ordinary Shares - Class A ^(TTD)
Sector: Software Publishers
% of Portfolio: Sold
^(Buy) $8.35 ― +880.3% →$81.83 ^(Now)

Last trade: Q3 2019 ^{Sold -750 Thousand shares}

Alteryx Inc - Ordinary Shares - Class A ^(AYX)
Sector: Software Publishers
% of Portfolio: Sold
^(Buy) $111.71 ― -56.9% →$48.19 ^(Now)

Last trade: Q4 2020 ^{Sold -94.2 Thousand shares}

Avalara Inc ^(AVLR)
Sector: Software Publishers
% of Portfolio: Sold
^(Buy) $66.50 ― +40.6% →$93.48 ^(Now)

Last trade: Q4 2020 ^{Sold -293 Thousand shares}

Ansys Inc. - Registered Shares ^(ANSS)
Sector: Software Publishers
% of Portfolio: Sold
^(Buy) $101.85 ― +233.2% →$339.37 ^(Now)

Last trade: Q3 2019 ^{Sold -90.6 Thousand shares}

Poshmark Inc - Class A ^(POSH)
Sector: Electronic Shopping
% of Portfolio: Sold
^(Buy) $18.45 ― -3.0% →$17.90 ^(Now)

Last trade: Q4 2022 ^{Sold -4.98 Million shares}

EBay Inc. ^(EBAY)
Sector: Software Publishers
% of Portfolio: Sold
^(Buy) $55.65 ― -8.7% →$50.78 ^(Now)

Last trade: Q2 2022 ^{Sold -1.29 Million shares}

Dollar General Corp. ^(DG)
Sector: All Other General Merchandise Stores
% of Portfolio: Sold
^(Buy) $149.07 ― +6.6% →$158.93 ^(Now)

Last trade: Q4 2023 ^{Sold -273 Thousand shares}

Walt Disney Co (The) ^(DIS)
Sector:
% of Portfolio: Sold
^(Buy) $174.27 ― -36.8% →$110.18 ^(Now)

Last trade: Q4 2023 ^{Sold -627 Thousand shares}

Despegar.com Corp ^(DESP)
Sector: Travel Agencies
% of Portfolio: Sold
^(Buy) $13.62 ― -30.6% →$9.46 ^(Now)

Last trade: Q3 2021 ^{Sold -3.32 Million shares}

Roku Inc - Ordinary Shares - Class A ^(ROKU)
Sector: Cable and Other Subscription Programming
% of Portfolio: Sold
^(Buy) $111.24 ― -43.3% →$63.07 ^(Now)

Last trade: Q3 2023 ^{Sold -781 Thousand shares}

Brookfield Asset Management Ltd - Ordinary Shares - Class A ^(BAM)
Sector: Securities and Commodity Exchanges
% of Portfolio: Sold
^(Buy) $22.78 ― +86.6% →$42.51 ^(Now)

Last trade: Q3 2017 ^{Sold -520 Thousand shares}

Descartes Systems Group Inc ^(DSGX)
Sector: Software Publishers
% of Portfolio: Sold
^(Buy) $21.32 ― +329.6% →$91.59 ^(Now)

Last trade: Q4 2017 ^{Sold -658 Thousand shares}

Yelp Inc ^(YELP)
Sector: Internet Publishing and Broadcasting and Web Search Portals
% of Portfolio: Sold
^(Buy) $31.55 ― +20.8% →$38.13 ^(Now)

Last trade: Q1 2018 ^{Sold -437 Thousand shares}

Chegg Inc ^(CHGG)
Sector: Educational Support Services
% of Portfolio: Sold
^(Buy) $14.59 ― -43.5% →$8.24 ^(Now)

Last trade: Q1 2018 ^{Sold -1.8 Million shares}

SiteOne Landscape Supply Inc ^(SITE)
Sector: Flower, Nursery Stock, and Florists' Supplies Merchant Wholesalers
% of Portfolio: Sold
^(Buy) $71.46 ― +150.8% →$179.23 ^(Now)

Last trade: Q4 2018 ^{Sold -387 Thousand shares}

Roper Technologies Inc ^(ROP)
Sector: Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables
% of Portfolio: Sold
^(Buy) $203.77 ― +168.1% →$546.32 ^(Now)

Last trade: Q1 2019 ^{Sold -59.2 Thousand shares}

Workiva Inc - Ordinary Shares - Class A ^(WK)
Sector: Software Publishers
% of Portfolio: Sold
^(Buy) $17.40 ― +395.8% →$86.27 ^(Now)

Last trade: Q1 2019 ^{Sold -237 Thousand shares}

	Stock	% of portfolio	Average Buy Price		Current Price	Position
Loading...	Loading...	Loading...	Loading...	Loading...	Loading...	Loading...

Options

Can't find any put or calls that Pat Dorsey has in Dorsey Asset Management

Track Dorsey

Don't miss a trade. Get notified when Pat Dorsey makes his next trade, It's Free!

Track Dorsey, It's Free!

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!

Track Dorsey, 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: “The Five Rules for Successful Stock Investing“ and "The Little Book that Builds Wealth“. 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.

Books that Inspired Dorsey:

The Little Book That Builds Wealth - Pat Dorsey

The Five Rules for Successful Stock Investing - Pat Dorsey

Pat Dorsey

Performance

Sectors

Largest Holdings

Track Dorsey

Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks

Trades

Options

Track Dorsey

Metrics

Performance

Averaged Ratio's of Portfolio Stocks

Track Dorsey

About Pat Dorsey

Books that Inspired Dorsey:

Top Performing Super Investors

Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks

Track Dorsey

On this Page