Pat Dorsey Portfolio

Dorsey Asset Management LLC Holdings

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 portfolio emphasizes a strong concentration in technology and internet-related stocks, showcasing his strategic approach to achieving growth through market leaders and innovative companies. The top five stock investments include:
1. Meta Platforms Inc (NASDAQ: FB) represents the largest allocation with 23.2% of Dorsey's portfolio. As one of the leading social media conglomerates, its implications for long-term growth in digital advertising and expansion into virtual reality make it a key player.
2. Alphabet Inc - Class C (NASDAQ: GOOG), occupying 15.4%, stands as a cornerstone investment, reflecting confidence in this tech giant's diversified portfolio across search engines, cloud computing, hardware, and artificial intelligence technologies.
3. Wix.com Ltd (NASDAQ: WIX) takes up 12.6% of the assets under management, indicative of Dorsey's belief in the potential of web development platforms and the broader digital economy ecosystem where online presence is increasingly pivotal.
4. Smartsheet Inc - Class A (NYSE: SMAR) at 11.8% depicts an investment strategy focused on rising stars in software-as-a-service (SaaS) solutions, particularly those innovating in collaborative work management tools.
5. Rounding out the top five is Herc Holdings Inc (NYSE: HRI) at 10.1%. This choice suggests Dorsey’s appreciation for diversification, as the company operates in the equipment rental industry—an area distinct from the otherwise tech-centric list but still integral to infrastructure development and construction sectors.
Investors examining Pat Dorsey's investment choices gain insight into his emphasis on high-growth industries and businesses poised to capitalize on technological advancements and societal digitization trends.

$842 Million Total portoflio value
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