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 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 is Pat Dorsey buying now?

In the recent quarter Pat Dorsey has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (GOOG) ALPHABET INC-CL C (added shares +41.54%), (AZO) AUTOZONE INC (added shares +27.54%), (DHR) DANAHER CORP (added shares +32.71%), (PYPL) PAYPAL HOLDINGS INC (added shares +11.93%) and (SPT) SPROUT SOCIAL INC - CLASS A (added shares +16.71%).

What does Pat Dorsey invest in?

Pat Dorsey's top 5 holdings (by % of portfolio) are (WIX) WIXCOM LTD (12.8%), (META) META PLATFORMS INC-CLASS A (12.57%), (GOOG) ALPHABET INC-CL C (12.55%), (AZO) AUTOZONE INC (12.4%) and (PYPL) PAYPAL HOLDINGS INC (11.45%).

In the latest report(s) the following changes have been made to the top investments: (WIX) WIXCOM LTD (added shares +4.49%), (META) META PLATFORMS INC-CLASS A (reduced shares -10.5%), (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%).

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
1.25% $159.76
19.99%
SEMR
+2.59%
+66,113
+0.12%
$20.85
56.98% $8.97
4.65%
SMAR
+1.14%
+31,563
+0.21%
$77.45
27.09% $56.47
18.54%
GOOG
+0.44%
+2,180
+0.03%
$144.68
6.00% $153.36
6.18%
META
+0.43%
+2,494
+0.07%
$336.35
49.09% $501.48
16.59%
PYPL
+0.43%
+2,464
+0.04%
$188.58
67.65% $61.00
9.19%
UPWK
-10.89%
-176,348
-0.51%
$34.16
62.70% $12.74
4.21%
DIS
-11.89%
-92,492
-1.22%
$154.89
45.24% $84.81
9.06%
EBAY
-27.80%
-461,008
-2.62%
$66.50
0.36% $66.26
6.79%
2021 Q3 (10 results)
SEMR
buy
+2,550,725
+5.13%
$23.06
61.10% $8.97
5.13%
WIX
+34.41%
+217,032
+3.71%
$195.97
18.48% $159.76
14.50%
DIS
+9.61%
+68,182
+1.01%
$169.17
49.87% $84.81
11.48%
PYPL
+3.62%
+19,865
+0.45%
$260.21
76.56% $61.00
12.92%
GOOG
+0.78%
+3,840
+0.04%
$133.27
15.08% $153.36
5.80%
SMAR
-13.38%
-428,304
-2.57%
$68.82
17.95% $56.47
16.66%
META
-14.94%
-101,045
-2.99%
$339.39
47.76% $501.48
17.05%
UPWK
-24.70%
-531,412
-2.09%
$45.03
71.71% $12.74
6.37%
EBAY
-27.37%
-625,044
-3.80%
$69.67
4.89% $66.26
10.09%
DESP
-100.00%
-3,320,397
-3.83%
$13.21
44.59% $19.10
0.00%
2021 Q2 (9 results)
DIS
buy
+709,571
+9.40%
$175.77
51.75% $84.81
9.40%
WIX
+48.08%
+204,813
+4.48%
$290.28
44.96% $159.76
13.81%
PYPL
+17.97%
+83,614
+1.84%
$291.48
79.07% $61.00
12.06%
EBAY
+17.97%
+347,900
+1.84%
$70.21
5.63% $66.26
12.09%
SMAR
+17.69%
+481,400
+2.63%
$72.32
21.92% $56.47
17.46%
UPWK
+17.60%
+321,906
+1.41%
$58.29
78.14% $12.74
9.46%
META
-9.36%
-69,842
-1.83%
$347.71
44.22% $501.48
17.74%
GOOG
-23.41%
-151,080
-1.43%
$125.32
22.38% $153.36
4.67%
DESP
-28.43%
-1,319,037
-1.31%
$13.21
44.59% $19.10
0.00%
2021 Q1 (9 results)
SMAR
+111.38%
+1,433,608
+9.58%
$63.92
11.65% $56.47
18.19%
PYPL
+81.57%
+209,025
+5.31%
$242.84
74.88% $61.00
11.82%
EBAY
+24.77%
+384,269
+2.46%
$61.24
8.20% $66.26
12.40%
META
+22.13%
+135,248
+4.17%
$294.53
70.26% $501.48
22.99%
DESP
+9.03%
+384,221
+0.55%
$13.63
40.13% $19.10
6.61%
UPWK
-3.00%
-56,674
-0.27%
$44.77
71.54% $12.74
8.57%
WIX
-14.88%
-74,444
-2.17%
$279.22
42.78% $159.76
12.44%
GOOG
-31.76%
-300,440
-3.25%
$103.43
48.27% $153.36
6.98%
ROKU
-100.00%
-128,601
-4.47%
$332.02
82.39% $58.46
0.00%
2020 Q4 (11 results)
EBAY
+78.09%
+680,231
+4.47%
$50.25
31.86% $66.26
10.20%
SMAR
+44.63%
+397,203
+3.60%
$69.29
18.50% $56.47
11.67%
WIX
+21.94%
+90,031
+2.94%
$249.96
36.09% $159.76
16.37%
PYPL
+0.75%
+1,900
+0.06%
$234.20
73.95% $61.00
7.85%
DESP
+0.75%
+31,515
+0.05%
$12.81
49.10% $19.10
7.13%
META
+0.74%
+4,518
+0.16%
$273.16
83.58% $501.48
21.84%
GOOG
+0.74%
+6,920
+0.08%
$87.59
75.08% $153.36
10.84%
UPWK
-52.25%
-2,064,205
-9.32%
$34.52
63.09% $12.74
8.52%
ROKU
-57.61%
-174,772
-7.59%
$332.02
82.39% $58.46
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%
49 of 331

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.