Pat Dorsey
Dorsey Asset Management
Dorsey Asset Management Portfolio 13F
Pat Dorsey Holdings Activity
- Portfolio value:
- $447.39M≈ (+$49M≈)
- Previous value:
- $398.08M≈
- # of changes:
- 10
- New positions:
- 1
- Reported for:
- 30 Jun 2019 (Q2)
- Latest filing date:
- 14 Aug 2019
Dorsey Asset Management has disclosed a total of 10 changes to the portfolio in the (2019 Q2) SEC report(s): increased the number of shares of 5, bought 1 totally new and decreased the number of shares of 4 position(s).
What stocks did Pat Dorsey buy in 2019 Q2?
During 2019 Q2 Pat Dorsey has bought 6 securities out of which top 5 purchases (by % change to portfolio) were (META) Meta Platforms Inc (added shares +0.69%), (AVLR) Avalara Inc (new buy), (DESP) DESPEGAR.COM CORP (added shares +33.71%), (GOOG) Alphabet Inc, CL-C (added shares +0.73%) and (EBAY) eBay Inc (added shares +0.69%).
In the 2019 Q2 report(s) the following changes have been made to the top investments: (META) Meta Platforms Inc (added shares +0.69%), (AVLR) Avalara Inc (new buy), (WIX) WIX.COM LTD (reduced shares -33.09%), (DESP) DESPEGAR.COM CORP (added shares +33.71%) and (GOOG) Alphabet Inc, CL-C (added shares +0.73%).
10 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Avalara Inc
|
new
|
$72.20
|
|
17.64%
|
2019 Q2
|
≈ 0.25 years
|
||||
|
|
DESPEGAR.COM CORP
|
+33.71%
|
$13.89
|
|
9.65%
|
2019 Q1
|
≈ 0.50 years
|
||||
|
|
Alphabet Inc, CL-C
|
+0.73%
|
$54.05
|
+504.40%($326.65)
|
8.81%
|
2017 Q1
|
≈ 2.50 years
|
||||
|
|
ANSYS Inc
|
+0.71%
|
$204.83
|
|
4.15%
|
2016 Q4
|
≈ 2.75 years
|
||||
|
|
Meta Platforms Inc
|
+0.69%
|
$193.00
|
+208.15%($594.72)
|
21.20%
|
2016 Q4
|
≈ 2.75 years
|
||||
|
|
eBay Inc
|
+0.69%
|
$39.50
|
+185.58%($112.80)
|
7.61%
|
2018 Q1
|
≈ 1.50 years
|
||||
|
|
CIMPRESS NV
|
-30.24%
|
$90.89
|
+8.60%($98.70)
|
5.73%
|
2016 Q4
|
≈ 2.75 years
|
||||
|
|
WIX.COM LTD
|
-33.09%
|
$142.10
|
-59.81%($57.10)
|
13.36%
|
2018 Q3
|
≈ 1.00 year
|
||||
|
|
PayPal Holdings Inc
|
-37.59%
|
$114.46
|
-50.90%($56.20)
|
8.04%
|
2018 Q2
|
≈ 1.25 years
|
||||
|
|
Trade Desk Inc
|
-51.79%
|
$22.78
|
-21.75%($17.82)
|
3.82%
|
2018 Q2
|
≈ 1.25 years
|
||||
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.