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Pat Dorsey - Dorsey Asset Management
Pat Dorsey - Dorsey Asset ManagementFecha: 30 Jun 2025Inversiones: 10Valor: $1,115,187,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
META - Meta Platforms Inc.
14.36
Reduce 2.94%
232,669
$572.44
$133,189,000
$603.84
5.49%
$357.25
$637.89
AZO - AutoZone Inc.
10.00
Reduce 2.94%
29,458
$3150.04
$92,794,000
$3262.40
3.57%
$2512.61
$3416.71
WIX - Wix.com Ltd.
9.98
Reduce 2.97%
553,894
$167.17
$92,594,000
$226.33
35.39%
$117.58
$229.79
APP - Applovin Corp.
9.83
Buy
698,796
$130.55
$91,228,000
$310.67
137.97%
$39.43
$417.64
PYPL - PayPal Holdings Inc.
9.78
Reduce 2.88%
1,162,523
$78.03
$90,712,000
$83.06
6.45%
$55.77
$93.66
DHR - Danaher Corp.
8.92
Reduce 2.91%
297,492
$278.02
$82,709,000
$239.55
-13.84%
$221.57
$281.10
SMAR - Smartsheet Inc.
8.91
Reduce 39.80%
1,493,286
$55.36
$82,668,000
$56.37
1.82%
$35.52
$56.55
GOOG - Alphabet Inc. CL C
8.14
Reduce 2.93%
451,618
$167.19
$75,506,000
$190.88
14.17%
$131.08
$202.88
HRI - HERC Holdings Inc.
7.32
Reduce 2.97%
426,060
$159.43
$67,927,000
$179.86
12.81%
$123.70
$246.09
SPT - Sprout Social Inc. CL A
6.19
Add 14.49%
1,975,994
$29.07
$57,442,000
$30.13
3.65%
$25.05
$68.41
SEMR - SEMrush Holdings Inc.
3.58
Reduce 40.60%
2,113,947
$15.71
$33,210,000
$12.48
-20.56%
$9.64
$16.42
UPWK - Upwork Inc.
2.98
Reduce 2.87%
2,647,145
$10.45
$27,663,000
$15.58
49.09%
$8.43
$18.14
SMAR-OLD - Smartsheet Inc.
8.91
Reduce 39.80%
1,493,286
$55.36
$82,668,000
$56.48
2.02%
$35.52
$56.55
AER - AerCap Holdings N.V.
12.33
Buy
1,138,542
$102.17
$116,325,000
$113.07
10.67%
$81.35
$114.33
BKNG - Booking Holdings Inc.
7.80
Buy
15,969
$4606.93
$73,568,000
$5317.07
15.41%
$3160.92
$5332.43
ASML - ASML Holding NV
4.96
Buy
70,571
$662.62
$46,762,000
$748.10
12.90%
$576.72
$1099.73
ENOV - Enovis Corp.
7.18
Buy
2,553,180
$31.36
$80,068,000
$28.82
-8.10%
$25.47
$49.83