Pat Dorsey
Dorsey Asset Management
Dorsey Asset Management Portfolio 13F
Pat Dorsey Holdings Activity
- Portfolio value:
- $970.04M≈ (+$42M≈)
- Previous value:
- $927.64M≈
- # of changes:
- 12
- New positions:
- 0
- Reported for:
- 31 Dec 2024 (Q4)
- Latest filing date:
- 14 Feb 2025
Dorsey Asset Management has disclosed a total of 12 changes to the portfolio in the (2024 Q4) SEC report(s): increased the number of shares of 8, decreased the number of shares of 3 and completely sold out 1 position(s).
What stocks did Pat Dorsey buy in 2024 Q4?
During 2024 Q4 Pat Dorsey has bought 8 securities out of which top 5 purchases (by % change to portfolio) were (WIX) WIX.COM LTD (added shares +4.49%), (GOOG) Alphabet Inc, CL-C (added shares +41.54%), (AZO) AutoZone Inc (added shares +27.54%), (PYPL) PayPal Holdings Inc (added shares +11.93%) and (DHR) Danaher Corp (added shares +32.71%).
In the 2024 Q4 report(s) the following changes have been made to the top investments: (WIX) WIX.COM LTD (added shares +4.49%), (META) Meta Platforms Inc (reduced shares -10.50%), (GOOG) Alphabet Inc, CL-C (added shares +41.54%), (AZO) AutoZone Inc (added shares +27.54%) and (PYPL) PayPal Holdings Inc (added shares +11.93%).
12 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Alphabet Inc, CL-C
|
+41.54%
|
+187,600
|
639,218
|
+3.68%
|
$190.44
|
+67.58%($319.14)
|
12.55%
|
2017 Q1
|
≈ 8.00 years
|
|
|
|
Danaher Corp
|
+32.71%
|
+97,299
|
394,791
|
+2.3%
|
$229.55
|
-16.33%($192.06)
|
9.34%
|
2023 Q4
|
≈ 1.25 years
|
|
|
|
AutoZone Inc
|
+27.54%
|
+8,112
|
37,570
|
+2.68%
|
$3,202.00
|
-8.45%($2,931.52)
|
12.40%
|
2024 Q1
|
≈ 1.00 year
|
|
|
|
Sprout Social Inc
|
+16.71%
|
+330,155
|
2,306,149
|
+1.05%
|
$30.71
|
-75.25%($7.60)
|
7.30%
|
2024 Q2
|
≈ 0.75 years
|
|
|
|
Upwork Inc
|
+15.03%
|
+397,997
|
3,045,142
|
+0.67%
|
$16.35
|
-45.57%($8.90)
|
5.13%
|
2020 Q2
|
≈ 4.75 years
|
|
|
|
PayPal Holdings Inc
|
+11.93%
|
+138,660
|
1,301,183
|
+1.22%
|
$85.35
|
-34.24%($56.12)
|
11.45%
|
2018 Q2
|
≈ 6.75 years
|
|
|
|
Semrush Holdings Inc
|
+6.84%
|
+144,534
|
2,258,481
|
+0.18%
|
$11.88
|
|
2.77%
|
2021 Q3
|
≈ 3.50 years
|
|
|
|
WIX.COM LTD
|
+4.49%
|
+24,847
|
578,741
|
+0.55%
|
$214.55
|
-75.99%($51.52)
|
12.80%
|
2018 Q3
|
≈ 6.50 years
|
|
|
|
Smartsheet Inc
|
-3.05%
|
-45,559
|
1,447,727
|
-0.28%
|
$56.03
|
|
8.36%
|
2020 Q2
|
≈ 4.75 years
|
|
|
|
Meta Platforms Inc
|
-10.50%
|
-24,422
|
208,247
|
-1.54%
|
$585.51
|
+2.80%($601.91)
|
12.57%
|
2016 Q4
|
≈ 8.25 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.