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%).

2021 Q2 (9 results)
DIS
buy
+709,571
+9.40%
$175.77
36.26% $112.03
9.40%
WIX
+48.08%
+204,813
+4.48%
$290.28
23.74% $221.37
13.81%
EBAY
+17.97%
+347,900
+1.84%
$70.21
7.41% $65.01
12.09%
PYPL
+17.97%
+83,614
+1.84%
$291.48
70.11% $87.13
12.06%
SMAR
+17.69%
+481,400
+2.63%
$72.32
22.55% $56.01
17.46%
UPWK
+17.60%
+321,906
+1.41%
$58.29
71.80% $16.44
9.46%
META
-9.36%
-69,842
-1.83%
$347.71
68.32% $585.25
17.74%
GOOG
-23.41%
-151,080
-1.43%
$125.32
53.98% $192.96
4.67%
DESP
-28.43%
-1,319,037
-1.31%
$13.21
10.90% $14.65
0.00%
2021 Q1 (9 results)
SMAR
+111.38%
+1,433,608
+9.58%
$63.92
12.37% $56.01
18.19%
PYPL
+81.57%
+209,025
+5.31%
$242.84
64.12% $87.13
11.82%
EBAY
+24.77%
+384,269
+2.46%
$61.24
6.16% $65.01
12.40%
META
+22.13%
+135,248
+4.17%
$294.53
98.71% $585.25
22.99%
DESP
+9.03%
+384,221
+0.55%
$13.63
7.48% $14.65
6.61%
UPWK
-3.00%
-56,674
-0.27%
$44.77
63.28% $16.44
8.57%
WIX
-14.88%
-74,444
-2.17%
$279.22
20.72% $221.37
12.44%
GOOG
-31.76%
-300,440
-3.25%
$103.43
86.56% $192.96
6.98%
ROKU
-100.00%
-128,601
-4.47%
$332.02
75.73% $80.59
0.00%
2020 Q4 (11 results)
EBAY
+78.09%
+680,231
+4.47%
$50.25
29.37% $65.01
10.20%
SMAR
+44.63%
+397,203
+3.60%
$69.29
19.17% $56.01
11.67%
WIX
+21.94%
+90,031
+2.94%
$249.96
11.44% $221.37
16.37%
PYPL
+0.75%
+1,900
+0.06%
$234.20
62.80% $87.13
7.85%
DESP
+0.75%
+31,515
+0.05%
$12.81
14.36% $14.65
7.13%
META
+0.74%
+4,518
+0.16%
$273.16
114.25% $585.25
21.84%
GOOG
+0.74%
+6,920
+0.08%
$87.59
120.29% $192.96
10.84%
UPWK
-52.25%
-2,064,205
-9.32%
$34.52
52.38% $16.44
8.52%
ROKU
-57.61%
-174,772
-7.59%
$332.02
75.73% $80.59
0.00%
AYX
-100.00%
-94,189
-1.40%
$113.55
57.50% $48.26
0.00%
AVLR
-100.00%
-293,390
-4.89%
$127.34
26.59% $93.48
0.00%
2020 Q3 (11 results)
EBAY
buy
+871,076
+6.74%
$52.10
24.78% $65.01
6.74%
WIX
+29.74%
+94,067
+3.56%
$254.85
13.14% $221.37
15.54%
UPWK
+4.33%
+163,862
+0.42%
$17.44
5.73% $16.44
10.24%
AVLR
+2.18%
+6,252
+0.12%
$127.34
26.59% $93.48
0.00%
PYPL
+2.17%
+5,414
+0.16%
$197.03
55.78% $87.13
7.45%
GOOG
+2.17%
+19,980
+0.22%
$73.48
162.60% $192.96
10.25%
META
-5.33%
-34,159
-1.33%
$261.90
123.46% $585.25
23.61%
DESP
-8.03%
-368,843
-0.35%
$6.36
130.34% $14.65
3.99%
ROKU
-11.40%
-39,028
-1.09%
$188.80
57.31% $80.59
8.51%
SMAR
-45.57%
-745,050
-5.47%
$49.42
13.34% $56.01
6.54%
AYX
-55.75%
-118,669
-2.00%
$113.55
57.50% $48.26
0.00%
2020 Q2 (10 results)
SMAR
buy
+1,635,037
+13.45%
$50.92
10.00% $56.01
13.45%
UPWK
buy
+3,786,489
+8.83%
$14.44
13.85% $16.44
8.83%
META
+5.85%
+35,394
+1.30%
$227.07
157.74% $585.25
23.51%
GOOG
-1.83%
-17,100
-0.20%
$70.68
173.00% $192.96
10.50%
PYPL
-1.83%
-4,630
-0.13%
$174.23
49.99% $87.13
7.01%
DESP
-22.04%
-1,298,245
-1.51%
$7.18
104.04% $14.65
5.33%
ROKU
-30.53%
-150,473
-2.83%
$116.53
30.84% $80.59
6.45%
AYX
-37.56%
-128,037
-3.40%
$164.28
70.62% $48.26
5.65%
WIX
-43.03%
-238,943
-9.89%
$256.22
13.60% $221.37
13.10%
AVLR
-58.46%
-404,171
-8.69%
$133.09
29.76% $93.48
6.17%
50 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.