Pat Dorsey's Portfolio

Dorsey Asset Management 13F holdings

What is Pat Dorsey's portfolio?

Dorsey Asset Management has disclosed a total of 10 security holdings in their (2019 Q2) SEC 13F filing(s) with portfolio value of $447,388,000.

What stocks does Pat Dorsey own?

In Pat Dorsey's portfolio as of 30 Jun 2019, the top 5 holdings are (META) META PLATFORMS INC-CLASS A (21.20%), (AVLR) AVALARA INC (17.64%), (WIX) WIXCOM LTD (13.36%), (DESP) DESPEGARCOM CORP (9.65%) and (GOOG) ALPHABET INC-CL C (8.81%).

To see the historical data of Dorsey Asset Management's portfolio holdings please click on the "2019 Q2" dropdown menu and select the date.

To see Dorsey Asset Management's original 13F reports (2019 Q2), please click on the "important" button.

Portfolio value: $447M+

Period: 2019 Q2

Number of stock: 10

Update: 14 Aug 2019

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOG

ALPHABET INC-CL C

8.81%

729,160

$54.05

206.80% $165.81

$39,408,000

+0.73% (+5,280)

+0.06%

ANSS

ANSYS INC

4.15%

90,565

$204.83

60.51% $328.76

$18,550,000

+0.71% (+638)

+0.03%

AVLR

AVALARA INC

17.64%

1,093,272

$72.20

29.47% $93.48

$78,934,000

buy

+17.64%

9912349D

CIMPRESS NV

5.73%

281,853

$90.89

$25,618,000

-30.24% (-122,198)

-2.48%

DESP

DESPEGARCOM CORP

9.65%

3,107,036

$13.89

39.74% $19.41

$43,157,000

+33.71% (+783,270)

+2.43%

EBAY

EBAY INC

7.61%

862,208

$39.50

73.67% $68.60

$34,057,000

+0.69% (+5,895)

+0.05%