Pat Dorsey - Dorsey Asset ManagementFecha: 30 Jun 2023Inversiones: 10Valor: $755,229,000
Inversiones actuales
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
META - Meta Platforms Inc.
23.80
Reduce 34.49%
626,299
$286.98
$179,735,000
$318.16
10.86%
$100.74
$330.54
SMAR - Smartsheet Inc.
16.62
Reduce 9.81%
3,280,603
$38.26
$125,516,000
$40.68
6.33%
$25.58
$52.81
WIX - Wix.com Ltd.
14.44
Reduce 9.82%
1,393,679
$78.24
$109,041,000
$89.03
13.79%
$67.50
$102.82
GOOG - Alphabet Inc. CL C
11.82
Reduce 9.78%
738,119
$120.97
$89,290,000
$132.58
9.60%
$85.57
$142.38
DIS - Walt Disney Co.
7.67
Reduce 9.81%
648,816
$89.28
$57,926,000
$84.69
-5.14%
$78.73
$118.18
ROKU - Roku Inc.
6.62
Reduce 32.80%
781,185
$63.96
$49,965,000
$81.88
28.02%
$38.26
$98.44
UPWK - Upwork Inc.
5.80
Add 81.05%
4,691,358
$9.34
$43,817,000
$13.21
41.43%
$6.56
$15.88
PYPL - PayPal Holdings Inc.
5.73
Reduce 9.81%
648,363
$66.73
$43,265,000
$54.52
-18.30%
$50.25
$92.62
SEMR - SEMrush Holdings Inc.
3.83
Reduce 9.82%
3,021,897
$9.57
$28,920,000
$8.41
-12.12%
$7.16
$12.48
HRI - HERC Holdings Inc.
3.67
Buy
202,804
$136.85
$27,754,000
$118.72
-13.25%
$92.92
$159.97
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