Pat Dorsey - Dorsey Asset Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2023
≡ HRI - HERC Holdings Inc. Add 19.34% 83,755 1.60
≡ DHR - Danaher Corp. Buy 314,516 9.35
≡ GOOG - Alphabet Inc. CL C Reduce 5.50% 49,963 0.91
≡ SMAR - Smartsheet Inc. Reduce 5.50% 148,264 0.91
≡ PYPL - PayPal Holdings Inc. Reduce 5.51% 71,583 0.57
≡ SEMR - SEMrush Holdings Inc. Reduce 7.59% 226,749 0.40
≡ META - Meta Platforms Inc. Reduce 17.70% 83,051 3.78
≡ UPWK - Upwork Inc. Reduce 37.48% 1,676,840 3.21
≡ WIX - Wix.com Ltd. Reduce 37.74% 464,042 7.34
≡ DIS - Walt Disney Co. Sell 100.00% 627,314 6.64
≡ DG - Dollar General Sell 100.00% 272,822 3.77
Q3  2023
≡ HRI - HERC Holdings Inc. Add 113.58% 230,335 3.58
≡ PYPL - PayPal Holdings Inc. Add 100.55% 651,940 4.98
≡ GOOG - Alphabet Inc. CL C Add 22.96% 169,491 2.92
≡ DG - Dollar General Buy 272,822 3.77
≡ SEMR - SEMrush Holdings Inc. Reduce 1.16% 35,109 0.04
≡ DIS - Walt Disney Co. Reduce 3.31% 21,502 0.23
≡ UPWK - Upwork Inc. Reduce 4.63% 217,072 0.32
≡ WIX - Wix.com Ltd. Reduce 11.77% 164,052 1.97
≡ SMAR - Smartsheet Inc. Reduce 17.87% 586,307 3.10
≡ META - Meta Platforms Inc. Reduce 25.09% 157,115 6.16
≡ 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
≡ GOOG - Alphabet Inc. CL C Reduce 9.78% 80,029 1.28
≡ SMAR - Smartsheet Inc. Reduce 9.81% 356,995 1.81
≡ DIS - Walt Disney Co. Reduce 9.81% 70,608 0.83
≡ PYPL - PayPal Holdings Inc. Reduce 9.81% 70,559 0.62
≡ WIX - Wix.com Ltd. Reduce 9.82% 151,691 1.57
≡ SEMR - SEMrush Holdings Inc. Reduce 9.82% 329,041 0.42
≡ ROKU - Roku Inc. Reduce 32.80% 381,278 3.23
≡ META - Meta Platforms Inc. Reduce 34.49% 329,799 12.53
Q1  2023
≡ GOOG - Alphabet Inc. CL C Add 43.30% 247,226 2.92
≡ META - Meta Platforms Inc. Reduce 3.62% 35,944 0.86
≡ DIS - Walt Disney Co. Reduce 3.62% 27,045 0.31
≡ PYPL - PayPal Holdings Inc. Reduce 3.62% 27,028 0.23
≡ UPWK - Upwork Inc. Reduce 3.62% 97,403 0.13
≡ WIX - Wix.com Ltd. Reduce 3.63% 58,208 0.66
≡ SMAR - Smartsheet Inc. Reduce 5.43% 208,953 1.13
≡ SEMR - SEMrush Holdings Inc. Reduce 5.58% 198,005 0.23
≡ ROKU - Roku Inc. Reduce 30.71% 515,248 3.85
Q4  2022
≡ META - Meta Platforms Inc. Add 30.95% 234,486 4.10
≡ ROKU - Roku Inc. Add 17.90% 254,665 1.51
≡ SMAR - Smartsheet Inc. Add 11.77% 405,065 2.32
≡ SEMR - SEMrush Holdings Inc. Add 2.79% 96,338 0.11
≡ PYPL - PayPal Holdings Inc. Add 0.73% 5,394 0.06
≡ DIS - Walt Disney Co. Add 0.72% 5,364 0.07
≡ GOOG - Alphabet Inc. CL C Add 0.71% 4,003 0.05
≡ UPWK - Upwork Inc. Add 0.70% 18,811 0.03
≡ 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
≡ META - Meta Platforms Inc. Add 0.13% 962 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
≡ SMAR - Smartsheet Inc. Add 0.10% 3,434 0.02
≡ WIX - Wix.com Ltd. Add 0.10% 1,926 0.02
≡ 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
≡ GOOG - Alphabet Inc. CL C Add 20.08% 94,700 1.29
≡ WIX - Wix.com Ltd. Add 19.93% 312,134 2.55
≡ SMAR - Smartsheet Inc. Add 14.25% 428,899 1.68
≡ 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
≡ SEMR - SEMrush Holdings Inc. Add 0.08% 2,860 0.00
≡ DIS - Walt Disney Co. Add 0.07% 554 0.01
≡ EBAY - eBay Inc. Sell 100.00% 1,292,392 7.13
Q1  2022
≡ SEMR - SEMrush Holdings Inc. Add 31.66% 828,523 0.95
≡ 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
≡ 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
≡ SMAR - Smartsheet Inc. Add 7.26% 203,696 1.07
≡ WIX - Wix.com Ltd. Add 5.44% 80,849 0.81
≡ ROKU - Roku Inc. Buy 677,215 8.17
≡ GOOG - Alphabet Inc. CL C Reduce 5.74% 28,720 0.39
Q4  2021
≡ WIX - Wix.com Ltd. Add 75.17% 637,351 8.58
≡ SEMR - SEMrush Holdings Inc. Add 2.59% 66,113 0.12
≡ SMAR - Smartsheet Inc. Add 1.14% 31,563 0.21
≡ GOOG - Alphabet Inc. CL C Add 0.44% 2,180 0.03
≡ META - Meta Platforms Inc. Add 0.43% 2,494 0.07
≡ PYPL - PayPal Holdings Inc. Add 0.43% 2,464 0.04
≡ POSH-OLD - Poshmark Inc Class A Buy 3,306,561 4.80
≡ UPWK - Upwork Inc. Reduce 10.89% 176,348 0.51
≡ DIS - Walt Disney Co. Reduce 11.89% 92,492 1.22
≡ EBAY - eBay Inc. Reduce 27.80% 461,008 2.61
Q3  2021
≡ 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
≡ SEMR - SEMrush Holdings Inc. Buy 2,550,725 5.13
≡ SMAR - Smartsheet Inc. Reduce 13.38% 428,304 2.57
≡ META - Meta Platforms Inc. Reduce 14.94% 101,045 2.99