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Pat Dorsey/13F


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Does anyone have Pat Dorsey's recent letters/a good idea of his returns?  I see whale wisdom has him ranked highly, based on analyzing top 10 13F positions and equal weighting them (which is probably not a horrible approximation for his strategy).  Thanks in advance.

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Yea hes been concentrated and in tech i'd bet he got hammered. 

 

I really like looking through his 13F's as I like to look at anyone who runs concentrated conviction bets. But im more of a value guy at heart so I always only nibble at tech stuff. 

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