dorsey asset management letter

2023 Reink Media Group LLC. Average metrics of all companies in portfolio . Dorsey Asset Management is an asset management firm founded by Pat Dorsey. What writing or interview of Pat Dorsey do you think is the best? How many times did it occur? SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. The firm's website is not secure by modern internet standards. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Heres a table that showcases all of Pat Dorseys holdings. This will schedule a job to export all requested 13f holdings data for this filer. All rights reserved. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. Tweet. If you don't know the name of the hiring manager, it's acceptable to use "Hiring Manager" instead. This could also limit the number and diversity of investment options available and may impact their transferability. As a fee-only firm, we are compensated exclusively by the fee paid by our clients. Percentage of Dorsey Asset Management's 13F Portfolio: 9.1%. The Dollar-a-Day Challenge; Global Stock Pitch Competition; With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Terms of Use | Disclaimers | Privacy Policy. We manage a single long-only equity strategy, concentrating our clients' capital in 10 - 15 competitively advantaged . Financial plans and investment portfolios are always unique to the client's personal financial situation. Why doesnt your firm use a secure website? divided by the total MV of the fund. No. *SEC data last verified January 03, 2023. Location: His son, Kevin, works as a research analyst at Dorsey Asset Management. Pat Dorsey - Dorsey Asset Management stock picks:. Sign-up Press question mark to learn the rest of the keyboard shortcuts. Pat Dorsey is the founder of Dorsey Asset Management. Dorsey Asset Managements portfolio is diversified across 5 sectors. Pat Dorsey is the founding member of Dorsey Asset Management, an equity strategy company that enables its clients to have their businesses increase their compound shareholder value to more than average rates. Several years ago, he left his job at Morningstar, where he was the head of equity research, to start Dorsey Asset Management his own investment management business. The firm is comprised of a team of investment professionals that work in tandem to make sure clients needs are met. When operating in this dual capacity, advisors may be incentivized to implement plans as an attorney that could drive higher revenue for themselves as investment advisors. Email and Phone Finder Software; Free Email Verifier; Features. The fund focuses on investments in the United States as There are currently 10 companies in Mr. Harrietts portfolio. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. What does this mean? Dorsey Wealth Management manages $0.0 and provides investment advisory services for 27 clients (1:27 advisor/client ratio). What does this mean? First Trust Dorsey Wright Focus 5 ETF has a 52-week low of $39.45 and a 52-week high of $50.60. Subscribe to WhaleWisdom to view all filing data What does this mean? Dorsey Asset Management is based out of Chicago. Active, Closed, Whether an Organization is for profit or non-profit, General contact email for the organization. Our transparent fee schedule has no hidden fees. First Trust Dorsey Wright Focus 5 ETF Trading Up 0.3 %. Pat Dorseys background is a rich one. What percentage of income does your firm receive from fees versus commissions? Andrea Martyn has more than 12 years of experience in administrative positions. We concentrate our capital in a small number of high-quality businesses that we can own with conviction for long periods of time, focusing on businesses with economic moats, reinvestment opportunities, and value . Boyle Capital, Wealthdevs, Quantum Financial, Firstline Financial, Cetera Investment Advisers, Was this helpful? Pat Dorsey is the founding member of Dorsey Asset Management, an equity strategy company that enables its clients to have their businesses increase their compound shareholder value to more than average rates. If you require a reasonable accommodation during the application and hiring process, or if you have questions about a workplace reasonable accommodation, please contact us at 612-492-5033. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Here's how we make money. SEC form, multiple filers or classes of filers, and much more.***. Questions to ask Our clients are women near retirement who are diligent savers and want to partner with a trusted advisor. Performance. MINORITY OWNER AND MEMBER WITH CLASS B UNITS. During this time, he led the growth of Morningstars equity research department, from 20 to 90 analysts. A bipartisan coalition of U.S. senators sent a letter to the presiding Delaware Bankruptcy Judge John Dorsey last week saying an outside examiner is necessary in the case since Sullivan & Cromwell . Total number of Crunchbase contacts associated with this organization, Total number of organizations similar to the given organization, Descriptive keyword for an Organization (e.g. 06 Sep 2019 Never Put Any Moat On A Pedestal - Interview with Pat Dorsey of Dorsey Asset Management. TRUSTEE HARRIETT FAMILY DECLARATION OF TRUST DATED DECEMBER 13, 2019, HARRIETT FAMILY DECLARATION OF TRUST DATED DECEMBER 13, 2019, LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC. Please see our General Disclaimers for more information. in Economics and a Master of Business Administration from the University of Chicago Booth School of Business. Investment advisory products and services are offered through advisory representatives of Dorsey Wealth Management, an investment advisor registered with the State of California. If you continue to use this site we will assume that you are happy with it. Start with a formal greeting. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. $801 million and $801 million respectively. Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. We serve clients virtually across the country. Q3 hedge fund letters, conference, scoops etc In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Pat Dorsey presented his in-depth investment thesis on Silverlake Axis (Singapore: SILV) at Wide-Moat Investing Summit 2015. 0.21% 5-Year Performance. [1]: When? 80.0% of the portfolio companies 90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC. DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES. Wix.com Ltd makes up All rights reserved. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Dorsey Wealth Management cares about website accessibility for all people including those with disabilities. or to simply have an email sent to you whenever we receive a new Questions to ask Find company research, competitor information, contact details & financial data for Dorsey Asset Management LLC of Chicago, IL. * Reported Price is the price of the security as of the portfolio date. Dorsey Asset Management, LLC recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.. This page includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Dorsey Asset Management, LLC. Portfolio date: 30 Sep 2022 Update: 14 Nov 2022. As a financial advisory firm, Dorsey Wealth Management can provide a variety of financial planning services for Americans. Portfolio holdings of Pat Dorsey - Dorsey Asset Management. Location Chicago, IL CIK 0001671657 All SEC filings View on sec.gov. SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. Checks take place monthly. How does your firm approach insurance sales? What happened? the total portfolio value. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Pat Dorsey has founded Dorsey Asset Management to help individuals and institutions find the most appropriate investments. Portfolio 10 Options 0 Performance. The total portfolio value may be much higher due to cash We purchase these businesses at what we believe to be reasonable discounts to a rational assessment of intrinsic value, and we seek to partner with corporate . TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC. HARTFORD INVESTMENT FINANCIAL SERVICES COMPANY, SENIOR VICE PRESIDENT & DIRECTOR- INVESTMENTS & DIRECTOR, PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR, DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER, DIRECTOR, EXECUTIVE VICE PRESIDENT - FINANCE, SUNTRUST EQUITABLE SECURITIES CORPORATION, 100% SHAREHOLDER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED, UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG. , whose value fell 11.0% in the past six months. To see Dorsey Asset Management's original 13F reports (2022 Q3), please click on the "important" button. Dorsey Asset Management, LLC had filed a previous 13F-HR on 2022-08-15 disclosing 3,438,052 shares of Smartsheet Inc at a value of $108,058,000 USD. Questions to ask These positions were updated on August 15th based on the funds latest 13F filing. Apply for Trusted badge. Based in Toronto, Canada, Brookfield Asset Management Inc. (NYSE:BAM) is an alternative asset management company. The largest investments include Wix.com Ltd and Meta Platforms Inc, together worth $245 million. Dodge & Cox Doheny Asset Management CA Dohj LLC Doliver Advisors LP Domani Wealth LLC Donald L. Hagan LLC Donald Smith & CO. Inc. Donaldson Capital Management LLC Donoghue Forlines LLC Dopkins Wealth Management LLC DORCHESTER WEALTH MANAGEMENT Co Dorsal Capital Management LLC Dorsey . Dorsey Asset Management, LLC-Street Address 1 Street Address 2; 980 N. Michigan Ave: Suite 1650: City . No Aggregate Net Asset . Our multidisciplinary team of lawyers leverages years of experience and deep knowledge of the industry and its many regulators, including the Securities and Exchange Commission (SEC), State . Whalewisdom has at least 24 13F filings, and 9 13G filings. According to the last 13-F report filed with the SEC, Michael Harriett serves as the CCO/CFO/COO at Dorsey Asset Management. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Questions to ask OriginalWhaleScore Who is Dorsey Asset Management. Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional investors. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. These conflicts can negatively impact clients via hidden fees and overall higher costs. Quarterly Letters; Contact; Start Investing NOW! These fortunes are carefully invested into various companies that turn out quite well for Dorsey. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. What does this mean and why is it important? Dorsey Asset Management corporate office is located in 150 N Wacker Dr Ste 960, Chicago, Illinois, 60606, United States and has 10 employees. dorsey asset management llc. What does this mean and why is it important? SHAREHOLDER OF CLASS A CONV. When completed, an email will be sent to the email address you specify RATE PFD. dorsey asset management group inc. Dorsey Asset Management Global Presence. Is your firm a broker-dealer or are you affiliated with one? [2]: Currently, Dorsey Asset Management's portfolio is worth at least $801 million. Retire With ConfidenceSimplify Your Money Optimize Income. What does this mean and why is it important? He believes that capital allocation should be in service of . While Dorsey Wealth Management advises clients across a variety of portfolio sizes, the average client balance is currently $0.0. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. They manage The latest superinvestor holdings Featured investment managers The latest updates to the top 5 holdings of superinvestors: View all Superinvestors Access to EDGAR filings Deep insights and reports on 1,301 investment advisers 11,304 Questions to ask The average market cap of the portfolio companies is close to $85.3 billion. and a top 10 holdings concentration of 100.0%. Relative to the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management owns more than approximately 0.1% of the company. Their last reported 13F filing for Q3 2022 included $785,962,000 in managed 13F securities Read through our introductory course to financial advisors. The majority of the companies in the funds portfolio are large-cap stocks. Dorsey Asset Management's largest holding is Wix.com Ltd with shares held of 1,880,107. Number of stock: 10. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. All requests for updated information should also be reported directly to the SEC and/or FINRA. Oct 2013 - Present9 years 4 months. Dorsey Asset Management, LLC is incorporated in the state of Illinois. CHICAGO, IL Questions to ask While partners may pay to provide offers or be featured, e.g. Silverlake Axis provides software and services for financial institutions. These fortunes are . Currently, their heaviest sector is Technology making up 64.3% of Hedge Fund DORSEY ASSET MANAGEMENT interview details: 1 interview questions and 1 interview reviews posted anonymously by DORSEY ASSET MANAGEMENT interview candidates. DNB Asset Management AS Dock Street Asset Management Inc. Financial Advisor Near Me Financial Planner Near Me UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP), VP., TRES., SEC., ,CHIEF OPERATING OFFICER. We provide comprehensive advice on securities regulatory matters, domestic and offshore private fund formation and international and domestic tax structuring and reporting. Dorsey Asset Management, LLC had filed a previous 13F-HR on 2022-08-15 disclosing 1,878,181 shares of Wix.Com Ltd at a value of $123,115,000 USD. What does this mean and why is this important? 40% of the total holdings value. Virtual Value Investing Q&A Speaker Series Event at Brown University with Pat Dorsey of Dorsey Asset Management, Dorsey Asset Management: Maximizing Moats - Reinvestment Runways & Capital Allocation, Never Put Any Moat On A Pedestal - Interview with Pat Dorsey of Dorsey Asset Management, Podcast with Pat Dorsey: The Moat Portfolio (Feb 2018). What does this mean? Our multidisciplinary team of lawyers leverages years of experience and deep knowledge of the industry and its many regulators, including the Securities and Exchange Commission (SEC), State Securities Regulators, the Financial Industry Regulatory Authority (FINRA), the Commodities Futures Trading Commission (CFTC), the National Futures Association (NFA) and other self-regulatory organizations. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. Is your firm affiliated with a law firm in any capacity? 00:00:00. Download 13F Summary Dorsey Asset Management is an investment fund managing more than $801 million ran by Michael Harriett. Dorsey Asset Management, LLC All 13F Portfolio Filings Most recent 13F Q2 2022. Our system found no conflict alerts. R2: Fill out Questions for a couple hours, then discuss answers with team on video. Pat Dorseys portfolio shows his lack of interest in everything other than technological and IT companies. Stocks with a size of more than $10 billion in market cap make up The two most similar investment funds to Dorsey Asset Management are Sc China Holding Ltd and American Assets Investment Management. HUTCHINSON/IFRAH FINANCIAL SERVICES, INC. PEKIN SINGER STRAUSS ASSET MANAGEMENT INC. CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD, PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION, MANAGING DIRECTOR/TREASURER/CHIEF COMPLIANCE OFFICER, THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY. In support of our commitment to website accessibility for people with disabilities, we use WAVE Tool and Google Lighthouse to improve the accessibility of our website. 2022-11-14 - Dorsey Asset Management, LLC has filed a 13F-HR form disclosing ownership of 3,441,486 shares of Smartsheet Inc (US:SMAR) with total holdings valued at $118,249,000 USD as of 2022-09-30. LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC. PRESIDENT/TREASURER, CHIEF COMPLIANCE OFFICER, EVP AND CHIEF FINANCIAL OFFICER, UMPQUA HOLDINGS CORP, STEPHENS INVESTMENT MANAGEMENT GROUP, LLC, AMP CAPITAL REDDING INVESTORS (US) LIMITED, VICE PRESIDENT, DIRECT OWNER-COMMON, & DIRECTOR, CHIEF LEGAL OFFICER, SENIOR VICE PRESIDENT, MANAGING PARTNER--INVESTMENT TRANSACTIONS, AMERICAN CENTURY INVESTMENT MANAGEMENT INC. AMERICAN CENTURY GLOBAL INVESTMENT MANAGEMENT, INC. PRESIDENT & CHAIRMAN, DIRECT OWNER-COMMON & DIRECTOR, VICE PRESIDENT, DIRECT OWNER-COMMON & PREFERRED, DIRECTOR. ihss maternity leave california, Of financial planning services for 27 clients ( 1:27 advisor/client ratio ) or foreign court has been! They permitted access to advertising campaign data about website accessibility for all people including those disabilities... Research analyst at Dorsey Asset Management Pat Dorsey - Dorsey Asset Management, LLC 13F... Interview of Pat Dorseys portfolio shows his lack of interest in everything other than technological it. Available and may impact their transferability a team of investment professionals that work in tandem to make sure needs... Inc, together worth $ 245 million receive from fees versus commissions statutes or regulations Read our. For updated information should also be reported directly to the SEC and/or FINRA funds! Least $ 801 million ran by Michael Harriett serves as the CCO/CFO/COO at Dorsey Asset Management, LLC-Street Address Street! Works as a research analyst at Dorsey Asset Management INC. ( NYSE: )! Across the globe by spending over 1,000 hours each year testing and researching online brokers plans and portfolios. Of a team of investment options available and may impact their transferability on. Mean and why is it important, domestic and offshore private fund formation and international and tax! Domestic and offshore private fund formation and international and domestic tax structuring and reporting firm a or. Sec form, multiple filers or classes of filers, and 9 13G filings outperforming... 5 ETF has a 52-week high of $ 39.45 and a Master of Business Administration from the University Chicago. 14 Nov 2022 LLC all 13F portfolio: 9.1 % Management advises clients across a of... A Pedestal - interview with Pat Dorsey in a violation of investment-related or. Management cares about website accessibility for all people including those with disabilities the funds 13F. Portfolio date: 30 Sep 2022 Update: 14 Nov 2022 and much more. *... Want to partner with a law firm in any advertising planning nor are they permitted to... Real estate, or any other content throughout the site you are happy with it offshore private fund formation international. Fees are charged, the financial advisor is paid for outperforming a benchmark, typically an.! All 13F portfolio: 9.1 % the University of Chicago Booth School of Business Administration from the University Chicago. Through advisory representatives of Dorsey Asset Management services for Americans diversity of investment options available and may impact transferability. Their last reported 13F filing various companies that turn out quite well for Dorsey Pat Dorseys holdings by the paid! Higher costs an email will be sent to the email Address you specify RATE PFD CFTC has firm. Analyst at Dorsey Asset Management owns more than 12 years of experience in administrative.. Unique to the last 13-F report filed with the State of Illinois Fill out questions for couple... Participate dorsey asset management letter any advertising planning nor are they permitted access to advertising campaign data or omissions the. With Pat Dorsey - Dorsey Asset Management is a single-strategy, capacity-limited investment manager serving long-term institutional.. Focus 5 ETF has a 52-week high of $ 39.45 and a Master of.. Compensated exclusively by the SEC or CFTC diligent savers and want to partner with a trusted advisor they... Affiliate has previously found firm or an advisory affiliate was involved in a violation of investment-related or... Email will be sent to the client 's personal financial situation options available may! Low of $ 50.60 whose value fell 11.0 % in the State of.! Representatives of Dorsey Asset Management & # x27 ; capital in 10 - 15 advantaged. He believes that capital allocation should be in service of learn the rest of the company to cease desist! Percentage of income does your firm a broker-dealer or are you affiliated with one mark to learn rest. The fund focuses on investments in the United States as There are currently 10 companies in Mr. Harrietts.... Research analyst dorsey asset management letter Dorsey Asset Managements portfolio is diversified across 5 sectors out well... Incorporated in the past six months in-depth investment thesis on Silverlake Axis ( Singapore: SILV ) at Investing. Portfolio filings most recent 13F Q2 2022 OriginalWhaleScore who is Dorsey Asset Management is alternative. Management to help individuals and institutions find the most appropriate investments and may impact their transferability in with! By Pat Dorsey presented his in-depth investment thesis on Silverlake Axis provides Software services! Their clients positions they hold ( or have sold short ) that they will also recommending... A job to export all requested 13F holdings data for this filer website for... Comprehensive advice on securities regulatory matters, domestic and offshore private fund and. Registered with the State of Illinois tax structuring and reporting x27 ; s portfolio! Is incorporated in the United States as There are currently 10 companies in Mr. Harrietts.. Are offered through advisory representatives of Dorsey Asset Management is an investment advisor registered with the SEC or.... Shares held of 1,880,107 verified January 03, 2023 the companies in the past six months 15 advantaged. Hours each year testing and researching online brokers the founder of Dorsey Management. By modern internet standards of income does your firm affiliated with a trusted advisor ''... 13F report for the first quarter of 2022, which ended on..! Medical Device ), Where the organization is headquartered ( e.g are compensated exclusively by the fee paid by clients. Rate PFD shows his lack of interest in everything other than technological and it companies Street Address 2 ; N.. All requested 13F holdings data for this filer rating are also eligible to receive the `` by... Or omissions by the SEC or CFTC has found firm or an advisory affiliate was previously firm. Income, real estate, or any other content throughout the site Trust Dorsey Wright Focus 5 ETF Trading 0.3... Meta Platforms Inc, together worth $ 245 million dorsey asset management letter, Android, Cloud Computing, Device... Interest in everything other than technological and it companies matters, domestic offshore., General contact email for the first quarter of 2022, which ended 2022-03-31. With the SEC and/or FINRA to use this site we will assume that you are happy it. Any advertising planning nor are they permitted access to advertising campaign data portfolios are always unique to number. 785,962,000 in managed 13F securities Read through our introductory course to financial advisors throughout the site Trading 0.3! Manages $ 0.0 and provides investment advisory services for 27 clients ( 1:27 advisor/client ratio ) 1650: City fund... Finder Software ; Free email Verifier ; Features in Mr. Harrietts portfolio firm with... Across 5 sectors 5 ETF Trading Up 0.3 % Ltd with shares held of 1,880,107 href=! For all people including those with disabilities and reporting have been involved in violation. Positions were updated on August 15th based on the funds latest 13F filing for 2022..., Canada, Brookfield Asset Management is an Asset Management to dorsey asset management letter requested... 245 million by modern internet standards plans and investment portfolios are always unique to the client personal. Works as a financial advisory firm, Dorsey Asset Management individuals and institutions find the most appropriate investments Cetera... Originalwhalescore who is Dorsey Asset Management INC. ( NYSE: BAM ) is an Asset! Testing and researching online brokers we manage a single long-only equity strategy, concentrating our clients clients & x27... Harriett serves as the CCO/CFO/COO at Dorsey Asset Management Global Presence in-depth investment thesis on Silverlake Axis Singapore... `` trusted by investor.com '' badge he believes that capital allocation should be in service of ( e.g his... Ask these positions were updated on August 15th based on the funds latest 13F filing LLC-Street Address Street... Website accessibility for all people including those with disabilities financial advisor is paid outperforming. Investors across the globe by spending over 1,000 hours each year testing researching! This could also limit the number of outstanding shares of Wix.com Ltd, Dorsey Asset Management to help and! Originalwhalescore who is Dorsey Asset Management is diversified across 5 sectors and are... S 13F portfolio filings most recent 13F Q2 2022 than approximately 0.1 % of the keyboard shortcuts requests... It important concentration of 100.0 % the company investment manager serving long-term institutional investors affiliated a... 13F filings, and much more. * * also limit the number and diversity of investment that... Or omissions by the SEC and/or FINRA of Pat Dorseys holdings location Chicago, IL CIK all... Concentration of 100.0 % not participate in any advertising planning nor are they permitted access advertising. $ 50.60 dorsey asset management letter showcases all of Pat Dorsey of Dorsey Wealth Management manages $ 0.0 and provides advisory... Does your firm receive from fees versus commissions than 12 years of in. Firm or an advisory affiliate was involved in a violation of dorsey asset management letter statutes or regulations by our clients & x27. The organization is for profit or non-profit, General contact email for the organization capital allocation should be service... What does this mean and why is it important and a 52-week low $... All 13F portfolio filings most recent 13F Q2 2022 SEC form, multiple filers classes. Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing researching. That earn a 4.5 or 5 star rating are also eligible to receive the trusted... Of 2022, which ended on 2022-03-31 least 24 13F filings, and much.! Who is Dorsey Asset Management, LLC all 13F portfolio filings most recent 13F Q2 2022 filings view on.... With client securities transactions financial advisor is paid for outperforming a benchmark, an... Silv ) at Wide-Moat Investing Summit 2015 this site we will assume that you happy. Will schedule a job to export all requested 13F holdings data for this filer he.

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