Pat Dorsey Holdings Activity

Dorsey Asset Management Portfolio 13F

Dorsey Asset Management has disclosed a total of 12 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 1, bought 1 totally new and decreased the number of shares of 10 position(s).

What stocks is Pat Dorsey buying now?

In the recent quarter Pat Dorsey has purchased 2 securities: (APP) APPLOVIN CORP-CLASS A (new buy) and (SPT) SPROUT SOCIAL INC - CLASS A (added shares +14.49%).

What does Pat Dorsey invest in?

Pat Dorsey's top 5 holdings (by % of portfolio) are (META) META PLATFORMS INC-CLASS A (14.36%), (AZO) AUTOZONE INC (10%), (WIX) WIXCOM LTD (9.98%), (APP) APPLOVIN CORP-CLASS A (9.83%) and (PYPL) PAYPAL HOLDINGS INC (9.78%).

In the latest report(s) the following changes have been made to the top investments: (META) META PLATFORMS INC-CLASS A (reduced shares -2.94%), (AZO) AUTOZONE INC (reduced shares -2.94%), (WIX) WIXCOM LTD (reduced shares -2.97%), (APP) APPLOVIN CORP-CLASS A (new buy) and (PYPL) PAYPAL HOLDINGS INC (reduced shares -2.88%).

2022 Q2 (11 results)
ROKU
+109.92%
+744,382
+7.63%
$82.14
1.89% $80.59
14.58%
UPWK
+71.18%
+1,109,027
+2.86%
$20.68
20.50% $16.44
6.89%
GOOG
+20.08%
+94,700
+1.29%
$109.37
76.42% $192.96
7.73%
WIX
+19.93%
+312,134
+2.55%
$65.55
237.71% $221.37
15.37%
SMAR
+14.25%
+428,899
+1.68%
$31.43
78.21% $56.01
13.49%
POSH
+13.06%
+547,448
+0.69%
$10.11
77.05% $17.90
5.98%
SEMR
+0.08%
+2,860
+0.00%
$12.93
5.65% $12.20
5.57%
PYPL
+0.08%
+620
+0.01%
$69.84
24.76% $87.13
6.45%
META
+0.08%
+637
+0.01%
$161.25
262.95% $585.25
15.23%
DIS
+0.07%
+554
+0.01%
$94.40
18.68% $112.03
8.72%
EBAY
-100.00%
-1,292,392
-9.24%
$57.26
13.54% $65.01
0.00%
2022 Q1 (11 results)
ROKU
buy
+677,215
+8.17%
$125.27
35.67% $80.59
8.17%
SEMR
+31.66%
+828,523
+0.95%
$11.94
2.18% $12.20
3.96%
META
+30.79%
+177,972
+3.81%
$222.36
163.20% $585.25
16.19%
PYPL
+29.37%
+167,787
+1.87%
$115.65
24.66% $87.13
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
18.32% $112.03
9.77%
EBAY
+7.93%
+94,968
+0.52%
$57.26
13.54% $65.01
0.00%
UPWK
+7.93%
+114,491
+0.26%
$23.24
29.26% $16.44
3.49%
SMAR
+7.26%
+203,696
+1.07%
$54.78
2.25% $56.01
15.87%
WIX
+5.44%
+80,849
+0.81%
$104.46
111.92% $221.37
15.75%
GOOG
-5.74%
-28,720
-0.39%
$139.65
38.18% $192.96
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
40.29% $221.37
19.99%
SEMR
+2.59%
+66,113
+0.12%
$20.85
41.49% $12.20
4.65%
SMAR
+1.14%
+31,563
+0.21%
$77.45
27.68% $56.01
18.54%
GOOG
+0.44%
+2,180
+0.03%
$144.68
33.37% $192.96
6.18%
META
+0.43%
+2,494
+0.07%
$336.35
74.00% $585.25
16.59%
PYPL
+0.43%
+2,464
+0.04%
$188.58
53.80% $87.13
9.19%
UPWK
-10.89%
-176,348
-0.51%
$34.16
51.87% $16.44
4.21%
DIS
-11.89%
-92,492
-1.22%
$154.89
27.67% $112.03
9.06%
EBAY
-27.80%
-461,008
-2.62%
$66.50
2.24% $65.01
6.79%
2021 Q3 (10 results)
SEMR
buy
+2,550,725
+5.13%
$23.06
47.09% $12.20
5.13%
WIX
+34.41%
+217,032
+3.71%
$195.97
12.96% $221.37
14.50%
DIS
+9.61%
+68,182
+1.01%
$169.17
33.78% $112.03
11.48%
PYPL
+3.62%
+19,865
+0.45%
$260.21
66.52% $87.13
12.92%
GOOG
+0.78%
+3,840
+0.04%
$133.27
44.79% $192.96
5.80%
SMAR
-13.38%
-428,304
-2.57%
$68.82
18.61% $56.01
16.66%
META
-14.94%
-101,045
-2.99%
$339.39
72.44% $585.25
17.05%
UPWK
-24.70%
-531,412
-2.09%
$45.03
63.49% $16.44
6.37%
EBAY
-27.37%
-625,044
-3.80%
$69.67
6.69% $65.01
10.09%
DESP
-100.00%
-3,320,397
-3.83%
$13.21
10.90% $14.65
0.00%
42 of 319

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.