Pat Dorsey Holdings Activity

Dorsey Asset Management Portfolio 13F

Dorsey Asset Management has disclosed a total of 10 changes to the portfolio in the latest (2022 Q3) SEC report(s): increased the number of shares of 10 position(s).

What stocks is Pat Dorsey buying now?

In the recent quarter Pat Dorsey has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (WIX) WIXCOM LTD (added shares +0.1%), (META) META PLATFORMS INC-CLASS A (added shares +0.13%), (SMAR) SMARTSHEET INC-CLASS A (added shares +0.1%), (DIS) WALT DISNEY CO/THE (added shares +0.13%) and (ROKU) ROKU INC (added shares +0.1%).

What does Pat Dorsey invest in?

Pat Dorsey's top 5 holdings (by % of portfolio) are (WIX) WIXCOM LTD (18.71%), (SMAR) SMARTSHEET INC-CLASS A (15.05%), (META) META PLATFORMS INC-CLASS A (13.08%), (ROKU) ROKU INC (10.21%) and (POSH) POSHMARK INC-CLASS A (9.46%).

In the latest report(s) the following changes have been made to the top investments: (WIX) WIXCOM LTD (added shares +0.1%), (SMAR) SMARTSHEET INC-CLASS A (added shares +0.1%), (META) META PLATFORMS INC-CLASS A (added shares +0.13%), (ROKU) ROKU INC (added shares +0.1%) and (POSH) POSHMARK INC-CLASS A (added shares +0.1%).

2022 Q3 (10 results)
META
+0.13%
+962
+0.02%
$135.68
38.57% $188.01
13.08%
SEMR
+0.13%
+3,485
+0.01%
$11.21
10.17% $10.07
4.92%
PYPL
+0.13%
+761
+0.01%
$86.07
4.29% $82.38
8.11%
DIS
+0.13%
+941
+0.01%
$94.33
18.81% $112.07
8.89%
UPWK
+0.10%
+2,664
+0.00%
$13.62
2.28% $13.93
4.63%
ROKU
+0.10%
+1,449
+0.01%
$56.40
9.43% $61.72
10.21%
WIX
+0.10%
+1,502
+0.02%
$78.23
15.28% $90.18
18.71%
GOOG
+0.10%
+477
+0.01%
$96.15
5.55% $101.49
6.94%
SMAR
+0.10%
+3,434
+0.02%
$34.36
33.94% $46.02
15.05%
POSH
+0.10%
+4,798
+0.01%
$15.67
14.23% $17.90
9.46%
2022 Q2 (11 results)
ROKU
+109.92%
+625,280
+7.63%
$82.14
24.86% $61.72
14.58%
UPWK
+71.18%
+914,947
+2.86%
$20.68
32.64% $13.93
6.89%
GOOG
+20.08%
+94,700
+1.29%
$109.37
7.21% $101.49
7.73%
WIX
+19.93%
+312,134
+2.55%
$65.55
37.57% $90.18
15.37%
SMAR
+14.25%
+428,899
+1.68%
$31.43
46.42% $46.02
13.49%
POSH
+13.06%
+547,448
+0.69%
$10.11
77.05% $17.90
5.98%
META
+0.08%
+544
+0.01%
$161.25
16.60% $188.01
15.23%
SEMR
+0.08%
+2,860
+0.00%
$12.93
22.12% $10.07
5.57%
PYPL
+0.08%
+620
+0.01%
$69.84
17.95% $82.38
6.45%
DIS
+0.07%
+554
+0.01%
$94.40
18.72% $112.07
8.72%
EBAY
-100.00%
-1,292,392
-9.24%
$57.26
12.96% $49.84
0.00%
2022 Q1 (11 results)
ROKU
buy
+409,715
+8.17%
$125.27
50.73% $61.72
8.17%
SEMR
+31.66%
+828,523
+0.95%
$11.94
15.66% $10.07
3.96%
META
+30.79%
+110,342
+3.81%
$222.36
15.45% $188.01
16.19%
PYPL
+29.37%
+167,787
+1.87%
$115.65
28.77% $82.38
8.23%
POSH
+26.82%
+886,766
+1.08%
$12.66
41.39% $17.90
5.11%
DIS
+7.93%
+54,349
+0.72%
$137.16
18.29% $112.07
9.77%
EBAY
+7.93%
+94,968
+0.52%
$57.26
12.96% $49.84
0.00%
UPWK
+7.93%
+67,549
+0.26%
$23.24
40.06% $13.93
3.49%
SMAR
+7.26%
+203,696
+1.07%
$54.78
15.99% $46.02
15.87%
WIX
+5.44%
+80,849
+0.81%
$104.46
13.67% $90.18
15.75%
GOOG
-5.74%
-18,237
-0.39%
$139.65
27.32% $101.49
6.34%
2021 Q4 (10 results)
POSH
buy
+3,306,561
+4.80%
$17.03
5.11% $17.90
4.80%
WIX
+75.17%
+637,351
+8.58%
$157.79
42.85% $90.18
19.99%
SEMR
+2.59%
+66,113
+0.12%
$20.85
51.70% $10.07
4.65%
SMAR
+1.14%
+20,515
+0.21%
$77.45
40.58% $46.02
18.54%
GOOG
+0.44%
+2,180
+0.03%
$144.68
29.85% $101.49
6.18%
PYPL
+0.43%
+1,638
+0.04%
$188.58
56.32% $82.38
9.19%
META
+0.43%
+2,494
+0.07%
$336.35
44.10% $188.01
16.59%
UPWK
-10.89%
-176,348
-0.51%
$34.16
59.22% $13.93
4.21%
DIS
-11.89%
-62,894
-1.22%
$154.89
27.65% $112.07
9.06%
EBAY
-27.80%
-461,008
-2.62%
$66.50
25.05% $49.84
6.79%
42 of 235

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.