Pat Dorsey
Dorsey Asset Management
Dorsey Asset Management Portfolio 13F
Pat Dorsey Holdings Activity
- Portfolio value:
- $508.17M≈ (+$82M≈)
- Previous value:
- $426.09M≈
- # of changes:
- 10
- New positions:
- 1
- Reported for:
- 31 Dec 2019 (Q4)
- Latest filing date:
- 14 Feb 2020
Dorsey Asset Management has disclosed a total of 10 changes to the portfolio in the (2019 Q4) SEC report(s): increased the number of shares of 6, bought 1 totally new, decreased the number of shares of 2 and completely sold out 1 position(s).
What stocks did Pat Dorsey buy in 2019 Q4?
During 2019 Q4 Pat Dorsey has bought 7 securities out of which top 5 purchases (by % change to portfolio) were (AVLR) Avalara Inc (added shares +29.86%), (WIX) WIX.COM LTD (added shares +8.00%), (DESP) DESPEGAR.COM CORP (added shares +20.87%), (ROKU) Roku Inc (new buy) and (AYX) Alteryx Inc (added shares +122.65%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Roku Inc
|
new
|
$133.90
|
+7.27%($143.64)
|
9.58%
|
2019 Q4
|
≈ 0.25 years
|
||||
|
|
Alteryx Inc
|
+122.65%
|
$100.07
|
|
9.41%
|
2019 Q3
|
≈ 0.50 years
|
||||
|
|
Avalara Inc
|
+29.86%
|
$73.25
|
|
17.75%
|
2019 Q2
|
≈ 0.75 years
|
||||
|
|
DESPEGAR.COM CORP
|
+20.87%
|
$13.48
|
|
13.26%
|
2019 Q1
|
≈ 1.00 year
|
||||
|
|
WIX.COM LTD
|
+8.00%
|
$122.38
|
-53.34%($57.10)
|
13.28%
|
2018 Q3
|
≈ 1.50 years
|
||||
|
|
PayPal Holdings Inc
|
+8.00%
|
$108.17
|
-48.04%($56.20)
|
9.26%
|
2018 Q2
|
≈ 1.75 years
|
||||
|
|
eBay Inc
|
+8.00%
|
$36.11
|
+212.39%($112.80)
|
6.64%
|
2018 Q1
|
≈ 2.00 years
|
||||
|
|
Meta Platforms Inc
|
-9.10%
|
$205.25
|
+189.76%($594.72)
|
18.10%
|
2016 Q4
|
≈ 3.25 years
|
||||
|
|
Alphabet Inc, CL-C
|
-71.72%
|
$66.85
|
+388.62%($326.65)
|
2.72%
|
2017 Q1
|
≈ 3.00 years
|
||||
|
|
CIMPRESS NV
|
-100%
|
$131.84
|
-25.13%($98.70)
|
0.00%
|
2016 Q4
|
≈ 3.00 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.