Pat Dorsey - Dorsey Asset Management

History Stock Activity Share change % change to portfolio ▼
Q1  2026
≡ SUNB - Sunbelt Rentals Holdings Inc Buy 2,204,996 11.43
≡ APP - Applovin Corp. Buy 316,952 10.04
≡ SPGI - S&P Global Inc. Buy 222,683 7.54
≡ UBER - Uber Technologies Inc. Buy 1,090,281 6.24
≡ RPRX - Royalty Pharma plc Add 0.76% 17,101 0.07
≡ LYV - Live Nation Inc. Add 0.77% 4,636 0.06
≡ META - Meta Platforms Inc. Add 0.77% 1,233 0.06
≡ BKNG - Booking Holdings Inc. Add 0.78% 3,175 0.04
Q4  2025
≡ LYV - Live Nation Inc. Buy 602,973 7.47
≡ ASML - ASML Holding NV Add 11.04% 19,117 1.78
Q3  2025
≡ RPRX - Royalty Pharma plc Buy 2,350,449 7.45
≡ ASML - ASML Holding NV Add 23.74% 33,237 2.89
Q2  2025
≡ ENOV - Enovis Corp. Buy 2,553,180 7.18
≡ ASML - ASML Holding NV Add 98.37% 69,418 4.99
≡ DHR - Danaher Corp. Add 34.09% 235,688 4.17
≡ AER - AerCap Holdings N.V. Add 19.55% 222,576 2.34
≡ BKNG - Booking Holdings Inc. Add 14.53% 58,025 1.20
≡ GOOG - Alphabet Inc. CL C Add 3.64% 23,239 0.37
≡ SEMR-OLD - SEMrush Holdings Inc. Add 1.23% 27,845 0.02
Q1  2025
≡ AER - AerCap Holdings N.V. Buy 1,138,542 12.33
≡ BKNG - Booking Holdings Inc. Buy 399,225 7.80
≡ DHR - Danaher Corp. Add 75.11% 296,513 6.44
≡ ASML - ASML Holding NV Buy 70,571 4.96
≡ META - Meta Platforms Inc. Add 18.64% 38,810 2.37
Q4  2024
≡ GOOG - Alphabet Inc. CL C Add 41.54% 187,600 3.68
≡ AZO - AutoZone Inc. Add 27.54% 8,112 2.68
≡ DHR - Danaher Corp. Add 32.71% 97,299 2.30
≡ PYPL - PayPal Holdings Inc. Add 11.93% 138,660 1.22
≡ SPT - Sprout Social Inc. CL A Add 16.71% 330,155 1.05
≡ UPWK - Upwork Inc. Add 15.03% 397,997 0.67
≡ WIX - Wix.com Ltd. Add 4.49% 24,847 0.55
≡ SEMR-OLD - SEMrush Holdings Inc. Add 6.84% 144,534 0.18
Q3  2024
≡ APP - Applovin Corp. Buy 698,796 9.83
≡ SPT - Sprout Social Inc. CL A Add 14.49% 250,017 0.78
Q2  2024
≡ SPT - Sprout Social Inc. CL A Buy 1,725,977 7.34
≡ AZO - AutoZone Inc. Add 30.36% 7,069 2.50
Q1  2024
≡ AZO - AutoZone Inc. Buy 23,282 8.53
≡ SEMR-OLD - SEMrush Holdings Inc. Add 37.86% 1,045,082 1.61
Q4  2023
≡ DHR - Danaher Corp. Buy 314,516 9.35
≡ HRI - HERC Holdings Inc. Add 19.34% 83,755 1.60
Q3  2023
≡ PYPL - PayPal Holdings Inc. Add 100.55% 651,940 4.98
≡ DG - Dollar General Buy 272,822 3.77
≡ HRI - HERC Holdings Inc. Add 113.58% 230,335 3.58
≡ GOOG - Alphabet Inc. CL C Add 22.96% 169,491 2.92
Q2  2023
≡ HRI - HERC Holdings Inc. Buy 202,804 3.67
≡ UPWK - Upwork Inc. Add 81.05% 2,100,150 2.60
Q1  2023
≡ GOOG - Alphabet Inc. CL C Add 43.30% 247,226 2.92
Q4  2022
≡ META - Meta Platforms Inc. Add 30.95% 234,486 4.10
≡ SMAR-OLD - Smartsheet Inc. Add 11.77% 405,065 2.32
≡ ROKU - Roku Inc. Add 17.90% 254,665 1.51
≡ SEMR-OLD - SEMrush Holdings Inc. Add 2.79% 96,338 0.11
≡ DIS - Walt Disney Co. Add 0.72% 5,364 0.07
≡ PYPL - PayPal Holdings Inc. Add 0.73% 5,394 0.06
≡ GOOG - Alphabet Inc. CL C Add 0.71% 4,003 0.05
≡ UPWK - Upwork Inc. Add 0.70% 18,811 0.03
Q3  2022
≡ META - Meta Platforms Inc. Add 0.13% 962 0.02
≡ SMAR-OLD - 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-OLD - SEMrush Holdings Inc. Add 0.13% 4,384 0.01
≡ 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
≡ UPWK - Upwork Inc. Add 0.10% 2,664 0.00
Q2  2022
≡ ROKU - Roku Inc. Add 109.92% 744,382 7.63
≡ UPWK - Upwork Inc. Add 71.18% 1,109,027 2.86
≡ WIX - Wix.com Ltd. Add 19.93% 312,134 2.55
≡ SMAR-OLD - Smartsheet Inc. Add 14.25% 428,899 1.68
≡ GOOG - Alphabet Inc. CL C Add 20.08% 94,700 1.29
≡ POSH-OLD - Poshmark Inc Class A Add 13.06% 547,448 0.69
≡ META - Meta Platforms Inc. Add 0.08% 637 0.01
≡ PYPL - PayPal Holdings Inc. Add 0.08% 620 0.01
≡ DIS - Walt Disney Co. Add 0.07% 554 0.01
≡ SEMR-OLD - SEMrush Holdings Inc. Add 0.08% 2,860 0.00
Q1  2022
≡ ROKU - Roku Inc. Buy 677,215 8.17
≡ META - Meta Platforms Inc. Add 30.79% 177,972 3.81
≡ PYPL - PayPal Holdings Inc. Add 29.37% 167,787 1.87
≡ POSH-OLD - Poshmark Inc Class A Add 26.82% 886,766 1.08
≡ SMAR-OLD - Smartsheet Inc. Add 7.26% 203,696 1.07
≡ SEMR-OLD - SEMrush Holdings Inc. Add 31.66% 828,523 0.95
≡ WIX - Wix.com Ltd. Add 5.44% 80,849 0.81
≡ DIS - Walt Disney Co. Add 7.93% 54,349 0.72
≡ EBAY - eBay Inc. Add 7.93% 94,968 0.52
≡ UPWK - Upwork Inc. Add 7.93% 114,491 0.26
Q4  2021
≡ WIX - Wix.com Ltd. Add 75.17% 637,351 8.58
≡ POSH-OLD - Poshmark Inc Class A Buy 3,306,561 4.80
≡ SMAR-OLD - Smartsheet Inc. Add 1.14% 31,563 0.21
≡ SEMR-OLD - SEMrush Holdings Inc. Add 2.59% 66,113 0.12
≡ META - Meta Platforms Inc. Add 0.43% 2,494 0.07
≡ PYPL - PayPal Holdings Inc. Add 0.43% 2,464 0.04
≡ GOOG - Alphabet Inc. CL C Add 0.44% 2,180 0.03
Q3  2021
≡ SEMR-OLD - SEMrush Holdings Inc. Buy 2,550,725 5.13
≡ WIX - Wix.com Ltd. Add 34.41% 217,032 3.71
≡ DIS - Walt Disney Co. Add 9.61% 68,182 1.01
≡ PYPL - PayPal Holdings Inc. Add 3.62% 19,865 0.45
≡ GOOG - Alphabet Inc. CL C Add 0.78% 3,840 0.04
Q2  2021
≡ DIS - Walt Disney Co. Buy 709,571 9.40
≡ WIX - Wix.com Ltd. Add 48.08% 204,813 4.48
≡ SMAR-OLD - Smartsheet Inc. Add 17.69% 481,400 2.62