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)
GOOG
-5.74%
-28,720
-0.39%
$139.65
24.51% $173.88
6.34%
EBAY
+7.93%
+94,968
+0.52%
$57.26
8.45% $52.42
0.00%
META
+30.79%
+177,972
+3.81%
$222.36
116.56% $481.54
16.19%
PYPL
+29.37%
+167,787
+1.87%
$115.65
44.75% $63.90
8.23%
POSH
+26.82%
+886,766
+1.08%
$12.66
41.39% $17.90
5.11%
ROKU
buy
+677,215
+8.17%
$125.27
50.29% $62.27
8.17%
SEMR
+31.66%
+828,523
+0.95%
$11.94
31.41% $15.69
3.96%
SMAR
+7.26%
+203,696
+1.07%
$54.78
24.26% $41.49
15.87%
UPWK
+7.93%
+114,491
+0.26%
$23.24
47.20% $12.27
3.49%
DIS
+7.93%
+54,349
+0.72%
$137.16
25.07% $102.77
9.77%
WIX
+5.44%
+80,849
+0.81%
$104.46
31.50% $137.36
15.75%
2021 Q4 (10 results)
GOOG
+0.44%
+2,180
+0.03%
$144.68
20.18% $173.88
6.18%
EBAY
-27.80%
-461,008
-2.62%
$66.50
21.17% $52.42
6.79%
META
+0.43%
+2,494
+0.07%
$336.35
43.17% $481.54
16.59%
PYPL
+0.43%
+2,464
+0.04%
$188.58
66.12% $63.90
9.19%
POSH
buy
+3,306,561
+4.80%
$17.03
5.11% $17.90
4.80%
SEMR
+2.59%
+66,113
+0.12%
$20.85
24.75% $15.69
4.65%
SMAR
+1.14%
+31,563
+0.21%
$77.45
46.43% $41.49
18.54%
UPWK
-10.89%
-176,348
-0.51%
$34.16
64.08% $12.27
4.21%
DIS
-11.89%
-92,492
-1.22%
$154.89
33.65% $102.77
9.06%
WIX
+75.17%
+637,351
+8.58%
$157.79
12.95% $137.36
19.99%
2021 Q3 (10 results)
GOOG
+0.78%
+3,840
+0.04%
$133.27
30.48% $173.88
5.80%
DESP
-100.00%
-3,320,397
-3.83%
$13.21
6.28% $12.38
0.00%
EBAY
-27.37%
-625,044
-3.80%
$69.67
24.76% $52.42
10.09%
META
-14.94%
-101,045
-2.99%
$339.39
41.88% $481.54
17.05%
PYPL
+3.62%
+19,865
+0.45%
$260.21
75.44% $63.90
12.92%
SEMR
buy
+2,550,725
+5.13%
$23.06
31.96% $15.69
5.13%
SMAR
-13.38%
-428,304
-2.57%
$68.82
39.71% $41.49
16.66%
UPWK
-24.70%
-531,412
-2.09%
$45.03
72.75% $12.27
6.37%
DIS
+9.61%
+68,182
+1.01%
$169.17
39.25% $102.77
11.48%
WIX
+34.41%
+217,032
+3.71%
$195.97
29.91% $137.36
14.50%
2021 Q2 (9 results)
GOOG
-23.41%
-151,080
-1.43%
$125.32
38.75% $173.88
4.67%
DESP
-28.43%
-1,319,037
-1.31%
$13.21
6.28% $12.38
0.00%
EBAY
+17.97%
+347,900
+1.84%
$70.21
25.34% $52.42
12.09%
META
-9.36%
-69,842
-1.83%
$347.71
38.49% $481.54
17.74%
PYPL
+17.97%
+83,614
+1.84%
$291.48
78.08% $63.90
12.06%
SMAR
+17.69%
+481,400
+2.63%
$72.32
42.63% $41.49
17.46%
UPWK
+17.60%
+321,906
+1.41%
$58.29
78.95% $12.27
9.46%
DIS
buy
+709,571
+9.40%
$175.77
41.53% $102.77
9.40%
WIX
+48.08%
+204,813
+4.48%
$290.28
52.68% $137.36
13.81%
2021 Q1 (9 results)
GOOG
-31.76%
-300,440
-3.25%
$103.43
68.11% $173.88
6.98%
DESP
+9.03%
+384,221
+0.55%
$13.63
9.17% $12.38
6.61%
EBAY
+24.77%
+384,269
+2.46%
$61.24
14.40% $52.42
12.40%
META
+22.13%
+135,248
+4.17%
$294.53
63.49% $481.54
22.99%
PYPL
+81.57%
+209,025
+5.31%
$242.84
73.69% $63.90
11.82%
ROKU
-100.00%
-128,601
-4.47%
$332.02
81.25% $62.27
0.00%
SMAR
+111.38%
+1,433,608
+9.58%
$63.92
35.09% $41.49
18.19%
UPWK
-3.00%
-56,674
-0.27%
$44.77
72.59% $12.27
8.57%
WIX
-14.88%
-74,444
-2.17%
$279.22
50.81% $137.36
12.44%
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.