StockMETA - Meta Platforms Inc.
% de la cartera14.36
Actividad recienteReduce 2.94%
Comparte232,669
Precio$572.44
Valor$133,189,000
Precio Actual$603.84
Precio reportado5.49%
52 Week Low$357.25
52 Week High$637.89
Menú
Pat Dorsey - Dorsey Asset Management
Pat Dorsey - Dorsey Asset ManagementFecha: 30 Jun 2026Inversiones: 11Valor: $1,561,409,000
Inversiones actuales
StockAZO - AutoZone Inc.
% de la cartera10.00
Actividad recienteReduce 2.94%
Comparte29,458
Precio$3150.04
Valor$92,794,000
Precio Actual$3262.40
Precio reportado3.57%
52 Week Low$2512.61
52 Week High$3416.71
StockWIX - Wix.com Ltd.
% de la cartera9.98
Actividad recienteReduce 2.97%
Comparte553,894
Precio$167.17
Valor$92,594,000
Precio Actual$226.33
Precio reportado35.39%
52 Week Low$117.58
52 Week High$229.79
StockAPP - Applovin Corp.
% de la cartera9.83
Actividad recienteBuy
Comparte698,796
Precio$130.55
Valor$91,228,000
Precio Actual$310.67
Precio reportado137.97%
52 Week Low$39.43
52 Week High$417.64
StockPYPL - PayPal Holdings Inc.
% de la cartera9.78
Actividad recienteReduce 2.88%
Comparte1,162,523
Precio$78.03
Valor$90,712,000
Precio Actual$83.06
Precio reportado6.45%
52 Week Low$55.77
52 Week High$93.66
StockDHR - Danaher Corp.
% de la cartera8.92
Actividad recienteReduce 2.91%
Comparte297,492
Precio$278.02
Valor$82,709,000
Precio Actual$239.55
Precio reportado-13.84%
52 Week Low$221.57
52 Week High$281.10
StockSMAR - Smartsheet Inc.
% de la cartera8.91
Actividad recienteReduce 39.80%
Comparte1,493,286
Precio$55.36
Valor$82,668,000
Precio Actual$56.37
Precio reportado1.82%
52 Week Low$35.52
52 Week High$56.55
StockGOOG - Alphabet Inc. CL C
% de la cartera8.14
Actividad recienteReduce 2.93%
Comparte451,618
Precio$167.19
Valor$75,506,000
Precio Actual$190.88
Precio reportado14.17%
52 Week Low$131.08
52 Week High$202.88
StockHRI - HERC Holdings Inc.
% de la cartera7.32
Actividad recienteReduce 2.97%
Comparte426,060
Precio$159.43
Valor$67,927,000
Precio Actual$179.86
Precio reportado12.81%
52 Week Low$123.70
52 Week High$246.09
StockSPT - Sprout Social Inc. CL A
% de la cartera6.19
Actividad recienteAdd 14.49%
Comparte1,975,994
Precio$29.07
Valor$57,442,000
Precio Actual$30.13
Precio reportado3.65%
52 Week Low$25.05
52 Week High$68.41
StockSEMR - SEMrush Holdings Inc.
% de la cartera3.58
Actividad recienteReduce 40.60%
Comparte2,113,947
Precio$15.71
Valor$33,210,000
Precio Actual$12.48
Precio reportado-20.56%
52 Week Low$9.64
52 Week High$16.42
StockUPWK - Upwork Inc.
% de la cartera2.98
Actividad recienteReduce 2.87%
Comparte2,647,145
Precio$10.45
Valor$27,663,000
Precio Actual$15.58
Precio reportado49.09%
52 Week Low$8.43
52 Week High$18.14
StockSMAR-OLD - Smartsheet Inc.
% de la cartera8.91
Actividad recienteReduce 39.80%
Comparte1,493,286
Precio$55.36
Valor$82,668,000
Precio Actual$56.48
Precio reportado2.02%
52 Week Low$35.52
52 Week High$56.55
StockAER - AerCap Holdings N.V.
% de la cartera12.33
Actividad recienteBuy
Comparte1,138,542
Precio$102.17
Valor$116,325,000
Precio Actual$113.07
Precio reportado10.67%
52 Week Low$81.35
52 Week High$114.33
StockBKNG - Booking Holdings Inc.
% de la cartera7.80
Actividad recienteBuy
Comparte15,969
Precio$4606.93
Valor$73,568,000
Precio Actual$5317.07
Precio reportado15.41%
52 Week Low$3160.92
52 Week High$5332.43
StockASML - ASML Holding NV
% de la cartera4.96
Actividad recienteBuy
Comparte70,571
Precio$662.62
Valor$46,762,000
Precio Actual$748.10
Precio reportado12.90%
52 Week Low$576.72
52 Week High$1099.73
StockENOV - Enovis Corp.
% de la cartera7.18
Actividad recienteBuy
Comparte2,553,180
Precio$31.36
Valor$80,068,000
Precio Actual$28.82
Precio reportado-8.10%
52 Week Low$25.47
52 Week High$49.83
StockRPRX - Royalty Pharma plc
% de la cartera7.45
Actividad recienteBuy
Comparte2,350,449
Precio$35.28
Valor$82,924,000
Precio Actual$39.16
Precio reportado11.00%
52 Week Low$23.46
52 Week High$41.01
StockLYV - Live Nation Inc.
% de la cartera7.47
Actividad recienteBuy
Comparte602,973
Precio$142.50
Valor$85,924,000
Precio Actual$157.53
Precio reportado10.55%
52 Week Low$112.88
52 Week High$175.25
StockSUNB - Sunbelt Rentals Holdings Inc
% de la cartera11.43
Actividad recienteBuy
Comparte2,204,996
Precio$65.09
Valor$143,523,000
Precio Actual$76.26
Precio reportado17.16%
52 Week Low$61.03
52 Week High$80.15
StockSPGI - S&P Global Inc.
% de la cartera7.54
Actividad recienteBuy
Comparte222,683
Precio$425.34
Valor$94,716,000
Precio Actual$403.15
Precio reportado-5.22%
52 Week Low$380.72
52 Week High$575.57
StockUBER - Uber Technologies Inc.
% de la cartera6.24
Actividad recienteBuy
Comparte1,090,281
Precio$71.93
Valor$78,424,000
Precio Actual$75.09
Precio reportado4.39%
52 Week Low$68.46
52 Week High$101.99
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
RPRX - Royalty Pharma plc
7.45
Buy
2,350,449
$35.28
$82,924,000
$39.16
11.00%
$23.46
$41.01
LYV - Live Nation Inc.
7.47
Buy
602,973
$142.50
$85,924,000
$157.53
10.55%
$112.88
$175.25
SUNB - Sunbelt Rentals Holdings Inc
11.43
Buy
2,204,996
$65.09
$143,523,000
$76.26
17.16%
$61.03
$80.15
SPGI - S&P Global Inc.
7.54
Buy
222,683
$425.34
$94,716,000
$403.15
-5.22%
$380.72
$575.57
UBER - Uber Technologies Inc.
6.24
Buy
1,090,281
$71.93
$78,424,000
$75.09
4.39%
$68.46
$101.99