Pat Dorsey - Dorsey Asset Management

History Stock Activity ▲ Share change % change to portfolio
Q3  2024
≡ SPT - Sprout Social Inc. CL A Add 14.49% 250,017 0.78
≡ APP - Applovin Corp. Buy 698,796 9.83
≡ SEMR - SEMrush Holdings Inc. Reduce 40.60% 1,444,873 2.45
≡ SMAR - Smartsheet Inc. Reduce 39.80% 987,103 5.89
≡ HRI - HERC Holdings Inc. Reduce 2.97% 13,058 0.22
≡ WIX - Wix.com Ltd. Reduce 2.97% 16,965 0.31
≡ AZO - AutoZone Inc. Reduce 2.94% 893 0.30
≡ META - Meta Platforms Inc. Reduce 2.94% 7,055 0.44
≡ GOOG - Alphabet Inc. CL C Reduce 2.93% 13,650 0.25
≡ DHR - Danaher Corp. Reduce 2.91% 8,928 0.27
≡ PYPL - PayPal Holdings Inc. Reduce 2.88% 34,525 0.29
≡ UPWK - Upwork Inc. Reduce 2.87% 78,148 0.09
Q2  2024
≡ AZO - AutoZone Inc. Add 30.36% 7,069 2.50
≡ SPT - Sprout Social Inc. CL A Buy 1,725,977 7.34
≡ GOOG - Alphabet Inc. CL C Reduce 45.02% 381,029 8.33
≡ WIX - Wix.com Ltd. Reduce 24.43% 184,581 3.50
≡ META - Meta Platforms Inc. Reduce 16.54% 47,502 2.85
≡ SEMR - SEMrush Holdings Inc. Reduce 6.47% 246,301 0.39
≡ UPWK - Upwork Inc. Reduce 1.27% 35,094 0.04
≡ HRI - HERC Holdings Inc. Reduce 1.27% 5,651 0.09
≡ PYPL - PayPal Holdings Inc. Reduce 1.27% 15,414 0.11
≡ DHR - Danaher Corp. Reduce 1.27% 3,944 0.12
≡ SMAR - Smartsheet Inc. Reduce 1.27% 31,939 0.17
Q1  2024
≡ SEMR - SEMrush Holdings Inc. Add 37.86% 1,045,082 1.61
≡ AZO - AutoZone Inc. Buy 23,282 8.53
≡ META - Meta Platforms Inc. Reduce 25.61% 98,907 5.58
≡ HRI - HERC Holdings Inc. Reduce 13.95% 72,125 1.41
≡ WIX - Wix.com Ltd. Reduce 1.33% 10,145 0.16
≡ UPWK - Upwork Inc. Reduce 1.32% 37,059 0.05
≡ DHR - Danaher Corp. Reduce 1.32% 4,152 0.12
≡ PYPL - PayPal Holdings Inc. Reduce 1.32% 16,258 0.13
≡ SMAR - Smartsheet Inc. Reduce 1.32% 33,704 0.15
≡ GOOG - Alphabet Inc. CL C Reduce 1.32% 11,350 0.20
Q4  2023
≡ HRI - HERC Holdings Inc. Add 19.34% 83,755 1.60
≡ DHR - Danaher Corp. Buy 314,516 9.35
≡ WIX - Wix.com Ltd. Reduce 37.74% 464,042 7.34
≡ UPWK - Upwork Inc. Reduce 37.48% 1,676,840 3.21
≡ META - Meta Platforms Inc. Reduce 17.70% 83,051 3.78
≡ SEMR - SEMrush Holdings Inc. Reduce 7.59% 226,749 0.40
≡ PYPL - PayPal Holdings Inc. Reduce 5.51% 71,583 0.57
≡ GOOG - Alphabet Inc. CL C Reduce 5.50% 49,963 0.91
≡ SMAR - Smartsheet Inc. Reduce 5.50% 148,264 0.91
≡ DG - Dollar General Sell 100.00% 272,822 3.77
≡ DIS - Walt Disney Co. Sell 100.00% 627,314 6.64
Q3  2023
≡ GOOG - Alphabet Inc. CL C Add 22.96% 169,491 2.92
≡ PYPL - PayPal Holdings Inc. Add 100.55% 651,940 4.98
≡ HRI - HERC Holdings Inc. Add 113.58% 230,335 3.58
≡ DG - Dollar General Buy 272,822 3.77
≡ META - Meta Platforms Inc. Reduce 25.09% 157,115 6.16
≡ SMAR - Smartsheet Inc. Reduce 17.87% 586,307 3.10
≡ WIX - Wix.com Ltd. Reduce 11.77% 164,052 1.97
≡ UPWK - Upwork Inc. Reduce 4.63% 217,072 0.32
≡ DIS - Walt Disney Co. Reduce 3.31% 21,502 0.23
≡ SEMR - SEMrush Holdings Inc. Reduce 1.16% 35,109 0.04
≡ ROKU - Roku Inc. Sell 100.00% 781,185 6.62
Q2  2023
≡ UPWK - Upwork Inc. Add 81.05% 2,100,150 2.60
≡ HRI - HERC Holdings Inc. Buy 202,804 3.67
≡ META - Meta Platforms Inc. Reduce 34.49% 329,799 12.53
≡ ROKU - Roku Inc. Reduce 32.80% 381,278 3.23
≡ SEMR - SEMrush Holdings Inc. Reduce 9.82% 329,041 0.42
≡ WIX - Wix.com Ltd. Reduce 9.82% 151,691 1.57
≡ PYPL - PayPal Holdings Inc. Reduce 9.81% 70,559 0.62
≡ DIS - Walt Disney Co. Reduce 9.81% 70,608 0.83
≡ SMAR - Smartsheet Inc. Reduce 9.81% 356,995 1.81
≡ GOOG - Alphabet Inc. CL C Reduce 9.78% 80,029 1.28
Q1  2023
≡ GOOG - Alphabet Inc. CL C Add 43.30% 247,226 2.92
≡ ROKU - Roku Inc. Reduce 30.71% 515,248 3.85
≡ SEMR - SEMrush Holdings Inc. Reduce 5.58% 198,005 0.23
≡ SMAR - Smartsheet Inc. Reduce 5.43% 208,953 1.13
≡ WIX - Wix.com Ltd. Reduce 3.63% 58,208 0.66
≡ UPWK - Upwork Inc. Reduce 3.62% 97,403 0.13
≡ PYPL - PayPal Holdings Inc. Reduce 3.62% 27,028 0.23
≡ DIS - Walt Disney Co. Reduce 3.62% 27,045 0.31
≡ META - Meta Platforms Inc. Reduce 3.62% 35,944 0.86
Q4  2022
≡ UPWK - Upwork Inc. Add 0.70% 18,811 0.03
≡ GOOG - Alphabet Inc. CL C Add 0.71% 4,003 0.05
≡ DIS - Walt Disney Co. Add 0.72% 5,364 0.07
≡ PYPL - PayPal Holdings Inc. Add 0.73% 5,394 0.06
≡ SEMR - SEMrush Holdings Inc. Add 2.79% 96,338 0.11
≡ SMAR - Smartsheet Inc. Add 11.77% 405,065 2.32
≡ ROKU - Roku Inc. Add 17.90% 254,665 1.51
≡ META - Meta Platforms Inc. Add 30.95% 234,486 4.10
≡ WIX - Wix.com Ltd. Reduce 14.71% 276,529 3.09
≡ POSH-OLD - Poshmark Inc Class A Sell 100.00% 4,745,573 9.46
Q3  2022
≡ UPWK - Upwork Inc. Add 0.10% 2,664 0.00
≡ GOOG - Alphabet Inc. CL C Add 0.10% 579 0.01
≡ POSH-OLD - Poshmark Inc Class A Add 0.10% 4,798 0.01
≡ ROKU - Roku Inc. Add 0.10% 1,449 0.01
≡ SMAR - Smartsheet Inc. Add 0.10% 3,434 0.02
≡ WIX - Wix.com Ltd. Add 0.10% 1,926 0.02
≡ DIS - Walt Disney Co. Add 0.13% 941 0.01
≡ PYPL - PayPal Holdings Inc. Add 0.13% 940 0.01
≡ SEMR - SEMrush Holdings Inc. Add 0.13% 4,384 0.01
≡ META - Meta Platforms Inc. Add 0.13% 962 0.02
Q2  2022
≡ DIS - Walt Disney Co. Add 0.07% 554 0.01
≡ SEMR - SEMrush Holdings Inc. Add 0.08% 2,860 0.00
≡ META - Meta Platforms Inc. Add 0.08% 637 0.01
≡ PYPL - PayPal Holdings Inc. Add 0.08% 620 0.01
≡ POSH-OLD - Poshmark Inc Class A Add 13.06% 547,448 0.69
≡ SMAR - Smartsheet Inc. Add 14.25% 428,899 1.68