Pat Dorsey Holdings Activity

Dorsey Asset Management Portfolio 13F

Dorsey Asset Management has disclosed a total of 10 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 1, bought 1 totally new and decreased the number of shares of 8 position(s).

What stocks is Pat Dorsey buying now?

In the recent quarter Pat Dorsey has purchased 2 securities: (AZO) AUTOZONE INC (new buy) and (SEMR) SEMRUSH HOLDINGS INC-A (added shares +37.86%).

What does Pat Dorsey invest in?

Pat Dorsey's top 5 holdings (by % of portfolio) are (META) META PLATFORMS INC-CLASS A (16.21%), (GOOG) ALPHABET INC-CL C (14.98%), (WIX) WIXCOM LTD (12.07%), (SMAR) SMARTSHEET INC-CLASS A (11.24%) and (PYPL) PAYPAL HOLDINGS INC (9.44%).

In the latest report(s) the following changes have been made to the top investments: (META) META PLATFORMS INC-CLASS A (reduced shares -25.61%), (GOOG) ALPHABET INC-CL C (reduced shares -1.32%), (WIX) WIXCOM LTD (reduced shares -1.33%), (SMAR) SMARTSHEET INC-CLASS A (reduced shares -1.32%) and (PYPL) PAYPAL HOLDINGS INC (reduced shares -1.32%).

2020 Q4 (11 results)
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%
ROKU
-57.61%
-174,772
-7.59%
$332.02
81.25% $62.27
0.00%
DESP
+0.75%
+31,515
+0.05%
$12.81
3.36% $12.38
7.13%
PYPL
+0.75%
+1,900
+0.06%
$234.20
72.72% $63.90
7.85%
UPWK
-52.25%
-2,064,205
-9.32%
$34.52
64.46% $12.27
8.52%
EBAY
+78.09%
+680,231
+4.47%
$50.25
4.32% $52.42
10.20%
GOOG
+0.74%
+6,920
+0.08%
$87.59
98.51% $173.88
10.84%
SMAR
+44.63%
+397,203
+3.60%
$69.29
40.12% $41.49
11.67%
WIX
+21.94%
+90,031
+2.94%
$249.96
45.05% $137.36
16.37%
META
+0.74%
+4,518
+0.16%
$273.16
76.29% $481.54
21.84%
2020 Q3 (11 results)
AVLR
+2.18%
+6,252
+0.12%
$127.34
26.59% $93.48
0.00%
AYX
-55.75%
-118,669
-2.00%
$113.55
57.50% $48.26
0.00%
DESP
-8.03%
-368,843
-0.35%
$6.36
94.65% $12.38
3.99%
SMAR
-45.57%
-745,050
-5.47%
$49.42
16.05% $41.49
6.54%
EBAY
buy
+871,076
+6.74%
$52.10
0.61% $52.42
6.74%
PYPL
+2.17%
+5,414
+0.16%
$197.03
67.57% $63.90
7.45%
ROKU
-11.40%
-39,028
-1.09%
$188.80
67.02% $62.27
8.51%
UPWK
+4.33%
+163,862
+0.42%
$17.44
29.64% $12.27
10.24%
GOOG
+2.17%
+19,980
+0.22%
$73.48
136.64% $173.88
10.25%
WIX
+29.74%
+94,067
+3.56%
$254.85
46.10% $137.36
15.54%
META
-5.33%
-34,159
-1.33%
$261.90
83.86% $481.54
23.61%
2020 Q2 (10 results)
DESP
-22.04%
-1,298,245
-1.51%
$7.18
72.43% $12.38
5.33%
AYX
-37.56%
-128,037
-3.40%
$164.28
70.62% $48.26
5.65%
AVLR
-58.46%
-404,171
-8.69%
$133.09
29.76% $93.48
6.17%
ROKU
-30.53%
-150,473
-2.83%
$116.53
46.56% $62.27
6.45%
PYPL
-1.83%
-4,630
-0.13%
$174.23
63.32% $63.90
7.01%
UPWK
buy
+3,786,489
+8.83%
$14.44
15.03% $12.27
8.83%
GOOG
-1.83%
-17,100
-0.20%
$70.68
146.01% $173.88
10.50%
WIX
-43.03%
-238,943
-9.89%
$256.22
46.39% $137.36
13.10%
SMAR
buy
+1,635,037
+13.45%
$50.92
18.52% $41.49
13.45%
META
+5.85%
+35,394
+1.30%
$227.07
112.07% $481.54
23.51%
2020 Q1 (9 results)
EBAY
-100.00%
-934,115
-8.51%
$36.11
45.17% $52.42
0.00%
PYPL
-41.73%
-181,590
-4.39%
$95.74
33.26% $63.90
6.13%
AYX
-28.67%
-137,011
-3.29%
$95.17
49.29% $48.26
8.19%
DESP
+17.83%
+891,358
+1.28%
$5.67
118.34% $12.38
8.43%
ROKU
+35.60%
+129,386
+2.86%
$87.48
28.82% $62.27
10.88%
AVLR
-43.87%
-540,305
-10.17%
$74.60
25.31% $93.48
13.02%
GOOG
+352.51%
+729,200
+10.70%
$58.14
199.07% $173.88
13.74%
WIX
+0.70%
+3,886
+0.10%
$100.82
36.24% $137.36
14.13%
META
+35.12%
+157,340
+6.62%
$166.80
188.69% $481.54
25.49%
41 of 296

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.