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%).

2022 Q1 (11 results)
SEMR
+31.66%
+828,523
+0.95%
$11.94
34.84% $16.10
3.96%
POSH
+26.82%
+886,766
+1.08%
$12.66
41.39% $17.90
5.11%
UPWK
+7.93%
+67,549
+0.26%
$23.24
50.21% $11.57
3.49%
SMAR
+7.26%
+203,696
+1.07%
$54.78
23.49% $41.91
15.87%
EBAY
+7.93%
+94,968
+0.52%
$57.26
10.51% $51.24
0.00%
WIX
+5.44%
+80,849
+0.81%
$104.46
60.85% $168.02
15.75%
PYPL
+29.37%
+167,787
+1.87%
$115.65
43.99% $64.77
8.23%
ROKU
buy
+409,715
+8.17%
$125.27
52.69% $59.27
8.17%
DIS
+7.93%
+54,349
+0.72%
$137.16
24.98% $102.90
9.77%
GOOG
-5.74%
-18,237
-0.39%
$139.65
27.79% $178.46
6.34%
META
+30.79%
+110,342
+3.81%
$222.36
110.85% $468.84
16.19%
2021 Q4 (10 results)
POSH
buy
+3,306,561
+4.80%
$17.03
5.11% $17.90
4.80%
SEMR
+2.59%
+66,113
+0.12%
$20.85
22.78% $16.10
4.65%
UPWK
-10.89%
-176,348
-0.51%
$34.16
66.13% $11.57
4.21%
EBAY
-27.80%
-461,008
-2.62%
$66.50
22.95% $51.24
6.79%
SMAR
+1.14%
+20,515
+0.21%
$77.45
45.89% $41.91
18.54%
GOOG
+0.44%
+2,180
+0.03%
$144.68
23.35% $178.46
6.18%
DIS
-11.89%
-62,894
-1.22%
$154.89
33.57% $102.90
9.06%
WIX
+75.17%
+637,351
+8.58%
$157.79
6.48% $168.02
19.99%
PYPL
+0.43%
+1,638
+0.04%
$188.58
65.65% $64.77
9.19%
META
+0.43%
+2,494
+0.07%
$336.35
39.39% $468.84
16.59%
2021 Q3 (10 results)
DESP
-100.00%
-2,556,705
-3.83%
$13.21
11.81% $14.77
0.00%
SEMR
buy
+2,550,725
+5.13%
$23.06
30.18% $16.10
5.13%
UPWK
-24.70%
-369,331
-2.09%
$45.03
74.31% $11.57
6.37%
SMAR
-13.38%
-428,304
-2.57%
$68.82
39.10% $41.91
16.66%
EBAY
-27.37%
-625,044
-3.80%
$69.67
26.45% $51.24
10.09%
GOOG
+0.78%
+3,840
+0.04%
$133.27
33.91% $178.46
5.80%
DIS
+9.61%
+49,431
+1.01%
$169.17
39.17% $102.90
11.48%
WIX
+34.41%
+217,032
+3.71%
$195.97
14.26% $168.02
14.50%
PYPL
+3.62%
+14,104
+0.45%
$260.21
75.11% $64.77
12.92%
META
-14.94%
-101,045
-2.99%
$339.39
38.14% $468.84
17.05%
2021 Q2 (9 results)
DESP
-28.43%
-1,015,658
-1.31%
$13.21
11.81% $14.77
0.00%
UPWK
+17.60%
+238,210
+1.41%
$58.29
80.15% $11.57
9.46%
EBAY
+17.97%
+347,900
+1.84%
$70.21
27.02% $51.24
12.09%
SMAR
+17.69%
+481,400
+2.63%
$72.32
42.05% $41.91
17.46%
GOOG
-23.41%
-151,080
-1.43%
$125.32
42.41% $178.46
4.67%
DIS
buy
+709,571
+9.40%
$175.77
41.46% $102.90
9.40%
WIX
+48.08%
+204,813
+4.48%
$290.28
42.12% $168.02
13.81%
PYPL
+17.97%
+83,614
+1.84%
$291.48
77.78% $64.77
12.06%
META
-9.36%
-52,730
-1.83%
$347.71
34.84% $468.84
17.74%
2021 Q1 (9 results)
DESP
+9.03%
+384,221
+0.55%
$13.63
8.36% $14.77
6.61%
UPWK
-3.00%
-44,489
-0.27%
$44.77
74.16% $11.57
8.57%
EBAY
+24.77%
+384,269
+2.46%
$61.24
16.33% $51.24
12.40%
SMAR
+111.38%
+1,433,608
+9.58%
$63.92
34.43% $41.91
18.19%
GOOG
-31.76%
-244,858
-3.25%
$103.43
72.54% $178.46
6.98%
PYPL
+81.57%
+209,025
+5.31%
$242.84
73.33% $64.77
11.82%
WIX
-14.88%
-74,444
-2.17%
$279.22
39.83% $168.02
12.44%
META
+22.13%
+108,198
+4.17%
$294.53
59.18% $468.84
22.99%
ROKU
-100.00%
-128,601
-4.47%
$332.02
82.15% $59.27
0.00%
49 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.