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%).

2020 Q1 (9 results)
GOOG
+352.51%
+729,200
+10.70%
$58.14
231.89% $192.96
13.74%
ROKU
+35.60%
+129,386
+2.86%
$87.48
7.88% $80.59
10.88%
META
+35.12%
+157,340
+6.62%
$166.80
250.87% $585.25
25.49%
DESP
+17.83%
+891,358
+1.28%
$5.67
158.38% $14.65
8.43%
WIX
+0.70%
+3,886
+0.10%
$100.82
119.57% $221.37
14.13%
AYX
-28.67%
-137,011
-3.29%
$95.17
49.29% $48.26
8.19%
PYPL
-41.73%
-177,958
-4.39%
$95.74
8.99% $87.13
6.13%
AVLR
-43.87%
-537,603
-10.17%
$74.60
25.31% $93.48
13.02%
EBAY
-100.00%
-934,115
-8.51%
$36.11
80.03% $65.01
0.00%
2019 Q4 (10 results)
ROKU
buy
+363,488
+9.58%
$133.90
39.81% $80.59
9.58%
AYX
+122.65%
+263,257
+5.18%
$100.07
51.77% $48.26
9.41%
AVLR
+29.86%
+152,928
+4.08%
$73.25
27.62% $93.48
17.75%
DESP
+20.87%
+863,186
+2.29%
$13.48
8.68% $14.65
13.26%
PYPL
+8.00%
+32,246
+0.69%
$108.17
19.45% $87.13
9.26%
EBAY
+8.00%
+69,183
+0.49%
$36.11
80.03% $65.01
0.00%
WIX
+8.00%
+20,841
+0.98%
$122.38
80.89% $221.37
13.28%
META
-9.10%
-23,554
-1.81%
$205.25
185.14% $585.25
18.10%
GOOG
-71.72%
-524,600
-6.90%
$66.85
188.64% $192.96
2.72%
9912349D
-100.00%
-189,480
-4.92%
$131.84
-
0.00%
2019 Q3 (11 results)
AYX
buy
+214,649
+5.41%
$107.43
55.08% $48.26
5.41%
DESP
+33.13%
+1,029,206
+2.73%
$11.32
29.42% $14.65
10.99%
PYPL
+28.21%
+88,652
+2.16%
$103.59
15.89% $87.13
9.80%
WIX
+21.34%
+49,826
+2.46%
$116.74
89.63% $221.37
13.99%
EBAY
+0.32%
+1,552
+0.02%
$38.98
66.78% $65.01
7.91%
META
+0.32%
+1,551
+0.06%
$178.08
228.64% $585.25
20.60%
GOOG
+0.32%
+2,300
+0.03%
$60.95
216.59% $192.96
10.46%
AVLR
-13.25%
-84,741
-2.29%
$67.29
38.92% $93.48
14.98%
9912349D
-32.77%
-92,373
-2.86%
$131.84
-
0.00%
TTD
-100.00%
-749,570
-4.01%
$22.78
448.81% $125.01
0.00%
ANSS
-100.00%
-90,565
-4.35%
$204.83
65.20% $338.38
0.00%
2019 Q2 (10 results)
AVLR
buy
+1,093,272
+17.64%
$72.20
29.47% $93.48
17.64%
DESP
+33.71%
+783,270
+2.43%
$13.89
5.47% $14.65
9.65%
GOOG
+0.73%
+3,405
+0.06%
$54.05
257.03% $192.96
8.81%
ANSS
+0.71%
+638
+0.03%
$204.83
65.20% $338.38
0.00%
META
+0.69%
+2,078
+0.15%
$193.00
203.24% $585.25
21.20%
EBAY
+0.69%
+5,895
+0.05%
$39.50
64.58% $65.01
7.61%
9912349D
-30.24%
-76,984
-2.48%
$90.89
-
5.73%
WIX
-33.09%
-124,831
-6.61%
$142.10
55.78% $221.37
13.36%
PYPL
-37.59%
-189,303
-4.84%
$114.46
23.88% $87.13
8.04%
TTD
-51.79%
-805,080
-4.10%
$22.78
448.81% $125.01
0.00%
40 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.