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 investment strategy is exemplified by his top five stock selections, showcasing a focus on tech and growth opportunities. Leading his portfolio at 23.8%, Meta Platforms Inc, the parent company of Facebook, highlights Dorsey's belief in the enduring strength of social media giants. Alphabet Inc occupies the second spot with 16.4% of Dorsey's investments, reflecting confidence in this dominant internet conglomerate's diversified array of services including Google. Wix.com Ltd, accounting for 11.7% of his assets, emphasizes Dorsey's interest in web development platforms with scalable potential. Smartsheet Inc follows closely at 11.5%, suggesting an inclination towards companies specializing in dynamic workplace collaboration tools. Lastly, Herc Holdings Inc stands at 9.8%, indicating Dorsey's commitment to robust industrial sector plays. These positions provide insight into Pat Dorsey's tactical allocation within his investment portfolio, skewed towards innovative market leaders poised for growth.
Q4 2023
New holding
New holding in Q4 2023
Q4 2023
Sold -627 Thousand shares
Sold 100% in Q4 2023
Q4 2023
Sold 37.7% shares
Sold 37.7% in Q4 2023
Q4 2023
Sold 17.7% shares
Sold 17.7% in Q4 2023
Q4 2023
Sold -273 Thousand shares
Sold 100% in Q4 2023
Q4 2023
Sold 37.5% shares
Sold 37.5% in Q4 2023
Q4 2023
Increased shares by 19.3%
Added 19.3% in Q4 2023
Q4 2023
Sold 5.5% shares
Sold 5.5% in Q4 2023
Q4 2023
Sold 5.5% shares
Sold 5.5% in Q4 2023
Q4 2023
Sold 5.5% shares
Sold 5.5% in Q4 2023
Q4 2023
Sold 7.6% shares
Sold 7.6% in Q4 2023
Q3 2023
Sold -781 Thousand shares
Sold 100% in Q3 2023
Q4 2022
Sold -4.98 Million shares
Sold 100% in Q4 2022
Q2 2022
Sold -1.29 Million shares
Sold 100% in Q2 2022
Q3 2021
Sold -3.32 Million shares
Sold 100% in Q3 2021
Q4 2020
Sold -293 Thousand shares
Sold 100% in Q4 2020
Q4 2020
Sold -94.2 Thousand shares
Sold 100% in Q4 2020
Q3 2019
Sold -750 Thousand shares
Sold 100% in Q3 2019
Q3 2019
Sold -90.6 Thousand shares
Sold 100% in Q3 2019
Q1 2019
Sold -59.2 Thousand shares
Sold 100% in Q1 2019
Q1 2019
Sold -237 Thousand shares
Sold 100% in Q1 2019
Q4 2018
Sold -387 Thousand shares
Sold 100% in Q4 2018
Q1 2018
Sold -437 Thousand shares
Sold 100% in Q1 2018
Q1 2018
Sold -1.8 Million shares
Sold 100% in Q1 2018
Q4 2017
Sold -658 Thousand shares
Sold 100% in Q4 2017
Q3 2017
Sold -520 Thousand shares
Sold 100% in Q3 2017
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