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%).

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
68.73% $19.10
10.99%
PYPL
+28.21%
+88,652
+2.16%
$103.59
41.11% $61.00
9.80%
WIX
+21.34%
+89,778
+2.46%
$116.74
36.85% $159.76
13.99%
EBAY
+0.32%
+2,724
+0.02%
$38.98
69.99% $66.26
7.91%
META
+0.32%
+1,551
+0.06%
$178.08
181.60% $501.48
20.60%
GOOG
+0.32%
+2,300
+0.03%
$60.95
151.62% $153.36
10.46%
AVLR
-13.25%
-144,858
-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
120.65% $50.26
0.00%
ANSS
-100.00%
-90,565
-4.35%
$204.83
47.80% $302.74
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
37.51% $19.10
9.65%
GOOG
+0.73%
+5,280
+0.06%
$54.05
183.76% $153.36
8.81%
ANSS
+0.71%
+638
+0.03%
$204.83
47.80% $302.74
0.00%
EBAY
+0.69%
+5,895
+0.05%
$39.50
67.75% $66.26
7.61%
META
+0.69%
+3,380
+0.15%
$193.00
159.83% $501.48
21.20%
9912349D
-30.24%
-122,198
-2.48%
$90.89
-
5.73%
WIX
-33.09%
-208,053
-6.61%
$142.10
12.43% $159.76
13.36%
PYPL
-37.59%
-189,303
-4.84%
$114.46
46.71% $61.00
8.04%
TTD
-51.79%
-805,080
-4.10%
$22.78
120.65% $50.26
0.00%
2019 Q1 (12 results)
DESP
buy
+2,323,766
+8.70%
$14.90
28.19% $19.10
8.70%
EBAY
+106.85%
+442,342
+4.13%
$37.14
78.41% $66.26
7.99%
9912349D
+85.88%
+186,678
+3.76%
$80.13
-
8.13%
GOOG
+5.37%
+36,920
+0.54%
$58.67
161.41% $153.36
10.67%
PYPL
+5.36%
+25,608
+0.67%
$103.84
41.26% $61.00
13.14%
WIX
+5.22%
+31,219
+0.95%
$120.83
32.22% $159.76
19.09%
META
-23.95%
-153,703
-6.44%
$166.69
200.85% $501.48
20.43%
ANSS
-41.98%
-65,079
-2.99%
$182.71
65.69% $302.74
4.13%
TTD
-53.96%
-1,821,810
-9.06%
$19.79
153.91% $50.26
7.73%
DG
-100.00%
-242,459
-6.58%
$108.08
13.89% $93.07
0.00%
ROP
-100.00%
-59,212
-3.96%
$266.52
109.08% $557.24
0.00%
WK
-100.00%
-237,389
-2.14%
$35.89
88.43% $67.63
0.00%
2018 Q4 (12 results)
WIX
+103.35%
+303,718
+7.63%
$90.34
76.84% $159.76
15.00%
TTD
+36.06%
+894,920
+2.89%
$11.61
333.06% $50.26
10.89%
META
+33.09%
+159,542
+5.81%
$131.09
282.55% $501.48
23.38%
9912349D
+11.85%
+23,027
+0.66%
$103.42
-
6.25%
EBAY
+11.85%
+43,865
+0.34%
$28.07
136.06% $66.26
3.23%
ANSS
+11.85%
+16,427
+0.65%
$142.94
111.79% $302.74
6.16%
GOOG
+6.72%
+43,240
+0.62%
$51.78
196.17% $153.36
9.89%
PYPL
+5.11%
+23,227
+0.54%
$84.09
27.46% $61.00
11.17%
DG
-38.69%
-152,974
-4.59%
$108.08
13.89% $93.07
0.00%
ROP
-41.15%
-41,395
-3.07%
$266.52
109.08% $557.24
0.00%
WK
-68.41%
-514,092
-5.13%
$35.89
88.43% $67.63
0.00%
SITE
-100.00%
-387,315
-8.11%
$75.34
48.90% $112.18
0.00%
45 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.