Dorsey Asset Management 13F annual report (2024)

Dorsey Asset Management is an investment fund managing more than $755 billion ran by Michael Harriett. There are currently 10 companies in Mr. Harriett’s portfolio. The largest investments include Meta Platforms Inc and Smartsheet Inc, together worth $305 billion.

$755 billion Assets Under Management (AUM)

As of 7th August 2023, Dorsey Asset Management’s top holding is 626,299 shares of Meta Platforms Inc currently worth over $180 billion and making up 23.8% of the portfolio value. Relative to the number of outstanding shares of Meta Platforms Inc, Dorsey Asset Management owns more than approximately 0.1% of the company. In addition, the fund holds 3,280,603 shares of Smartsheet Inc worth $126 billion, whose value fell 12.3% in the past six months. The third-largest holding is Wix.com Ltd worth $109 billion and the next is Alphabet Inc worth $89.3 billion, with 738,119 shares owned.

Currently, Dorsey Asset Management's portfolio is worth at least $755 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Dorsey Asset Management

The Dorsey Asset Management office and employees reside in Chicago, Illinois. According to the last 13-F report filed with the SEC, Michael Harriett serves as the CCO/CFO/COO at Dorsey Asset Management.

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