Pat Dorsey's Portfolio

Dorsey Asset Management 13F holdings

What is Pat Dorsey's portfolio?

Dorsey Asset Management has disclosed a total of 11 security holdings in their (2020 Q3) SEC 13F filing(s) with portfolio value of $673,027,000.

What stocks does Pat Dorsey own?

In Pat Dorsey's portfolio as of 30 Sep 2020, the top 5 holdings are (META) META PLATFORMS INC-CLASS A (23.61%), (WIX) WIXCOM LTD (15.54%), (GOOG) ALPHABET INC-CL C (10.25%), (UPWK) UPWORK INC (10.24%) and (ROKU) ROKU INC (8.51%).

To see the historical data of Dorsey Asset Management's portfolio holdings please click on the "2020 Q3" dropdown menu and select the date.

To see Dorsey Asset Management's original 13F reports (2020 Q3), please click on the "important" button.

Portfolio value: $673M+

Period: 2020 Q3

Number of stock: 11

Update: 13 Nov 2020

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOG

ALPHABET INC-CL C

10.25%

938,940

$73.48

118.96% $160.89

$68,993,000

+2.17% (+19,980)

+0.22%

AYX

ALTERYX INC - CLASS A

1.59%

94,189

$113.55

57.50% $48.26

$10,695,000

-55.75% (-118,669)

-2.00%

AVLR

AVALARA INC

5.55%

293,390

$127.34

26.59% $93.48

$37,360,000

+2.18% (+6,252)

+0.12%

DESP

DESPEGARCOM CORP

3.99%

4,223,698

$6.36

205.97% $19.46

$26,863,000

-8.03% (-368,843)

-0.35%

EBAY

EBAY INC

6.74%

871,076

$52.10

30.83% $68.16

$45,383,000

buy

+6.74%