Pat Dorsey Holdings Activity

Dorsey Asset Management Portfolio 13F

Dorsey Asset Management has disclosed a total of 11 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 10 and completely sold out 1 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 (ROKU) ROKU INC (added shares +109.92%), (UPWK) UPWORK INC (added shares +71.18%), (WIX) WIXCOM LTD (added shares +19.93%), (SMAR) SMARTSHEET INC-CLASS A (added shares +14.25%) and (GOOG) ALPHABET INC-CL C (added shares +20.08%).

What does Pat Dorsey invest in?

Pat Dorsey's top 5 holdings (by % of portfolio) are (WIX) WIXCOM LTD (15.37%), (META) META PLATFORMS INC-CLASS A (15.23%), (ROKU) ROKU INC (14.58%), (SMAR) SMARTSHEET INC-CLASS A (13.49%) and (DIS) WALT DISNEY CO/THE (8.72%).

In the latest report(s) the following changes have been made to the top investments: (WIX) WIXCOM LTD (added shares +19.93%), (META) META PLATFORMS INC-CLASS A (added shares +0.08%), (ROKU) ROKU INC (added shares +109.92%), (SMAR) SMARTSHEET INC-CLASS A (added shares +14.25%) and (DIS) WALT DISNEY CO/THE (added shares +0.07%).

2022 Q2 (11 results)
ROKU
+109.92%
+744,382
+7.63%
$82.14
27.10% $59.88
14.58%
UPWK
+71.18%
+1,109,027
+2.86%
$20.68
33.66% $13.72
6.89%
GOOG
+20.08%
+94,700
+1.29%
$109.37
9.33% $99.17
7.73%
WIX
+19.93%
+312,134
+2.55%
$65.55
10.86% $72.67
15.37%
SMAR
+14.25%
+428,899
+1.68%
$31.43
3.66% $32.58
13.49%
POSH
+13.06%
+547,448
+0.69%
$10.11
42.24% $14.38
5.98%
META
+0.08%
+637
+0.01%
$161.25
12.92% $140.41
15.23%
SEMR
+0.08%
+2,860
+0.00%
$12.93
16.01% $10.86
5.57%
PYPL
+0.08%
+620
+0.01%
$69.84
24.53% $86.97
6.45%
DIS
+0.07%
+554
+0.01%
$94.40
5.40% $99.50
8.72%
EBAY
-100.00%
-1,292,392
-9.24%
$57.26
33.30% $38.19
0.00%
2022 Q1 (11 results)
ROKU
buy
+677,215
+8.17%
$125.27
52.20% $59.88
8.17%
SEMR
+31.66%
+828,523
+0.95%
$11.94
9.05% $10.86
3.96%
META
+30.79%
+177,972
+3.81%
$222.36
36.85% $140.41
16.19%
PYPL
+29.37%
+167,787
+1.87%
$115.65
24.80% $86.97
8.23%
POSH
+26.82%
+886,766
+1.08%
$12.66
13.59% $14.38
5.11%
DIS
+7.93%
+54,349
+0.72%
$137.16
27.46% $99.50
9.77%
EBAY
+7.93%
+94,968
+0.52%
$57.26
33.30% $38.19
0.00%
UPWK
+7.93%
+114,491
+0.26%
$23.24
40.96% $13.72
3.49%
SMAR
+7.26%
+203,696
+1.07%
$54.78
40.53% $32.58
15.87%
WIX
+5.44%
+80,849
+0.81%
$104.46
30.43% $72.67
15.75%
GOOG
-5.74%
-28,720
-0.39%
$139.65
28.99% $99.17
6.34%
2021 Q4 (10 results)
POSH
buy
+3,306,561
+4.80%
$17.03
15.56% $14.38
4.80%
WIX
+75.17%
+637,351
+8.58%
$157.79
53.95% $72.67
19.99%
SEMR
+2.59%
+66,113
+0.12%
$20.85
47.91% $10.86
4.65%
SMAR
+1.14%
+31,563
+0.21%
$77.45
57.93% $32.58
18.54%
GOOG
+0.44%
+2,180
+0.03%
$144.68
31.46% $99.17
6.18%
PYPL
+0.43%
+2,464
+0.04%
$188.58
53.88% $86.97
9.19%
META
+0.43%
+2,494
+0.07%
$336.35
58.25% $140.41
16.59%
UPWK
-10.89%
-176,348
-0.51%
$34.16
59.84% $13.72
4.21%
DIS
-11.89%
-92,492
-1.22%
$154.89
35.76% $99.50
9.06%
EBAY
-27.80%
-461,008
-2.62%
$66.50
42.57% $38.19
6.79%
2021 Q3 (10 results)
SEMR
buy
+2,550,725
+5.13%
$23.06
52.91% $10.86
5.13%
WIX
+34.41%
+217,032
+3.71%
$195.97
62.92% $72.67
14.50%
DIS
+9.61%
+68,182
+1.01%
$169.17
41.18% $99.50
11.48%
PYPL
+3.62%
+19,865
+0.45%
$260.21
66.58% $86.97
12.92%
GOOG
+0.78%
+3,840
+0.04%
$133.27
25.58% $99.17
5.80%
SMAR
-13.38%
-428,304
-2.57%
$68.82
52.66% $32.58
16.66%
META
-14.94%
-101,045
-2.99%
$339.39
58.63% $140.41
17.05%
UPWK
-24.70%
-531,412
-2.09%
$45.03
69.53% $13.72
6.37%
EBAY
-27.37%
-625,044
-3.80%
$69.67
45.18% $38.19
10.09%
DESP
-100.00%
-3,320,397
-3.83%
$13.21
53.29% $6.17
0.00%
42 of 225

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.