Pat Dorsey - Dorsey Asset Management

History Stock Activity Share change % change to portfolio
Q3  2021
UPWK - Upwork Inc. Reduce 24.70% 531,412 2.09
EBAY - eBay Inc. Reduce 27.37% 625,044 3.80
DESP - Despegar.com Corp. Sell 100.00% 3,320,397 3.31
Q2  2021
WIX - Wix.com Ltd. Add 48.08% 204,813 4.48
EBAY - eBay Inc. Add 17.97% 347,900 1.84
PYPL - PayPal Holdings Inc. Add 17.97% 83,614 1.84
SMAR - Smartsheet Inc. Add 17.69% 481,400 2.62
UPWK - Upwork Inc. Add 17.60% 321,906 1.42
DIS - Walt Disney Co. Buy 709,571 9.40
META - Meta Platforms Inc. Reduce 9.36% 69,842 1.83
GOOG - Alphabet Inc. CL C Reduce 23.41% 151,080 1.43
DESP - Despegar.com Corp. Reduce 28.43% 1,319,037 1.31
Q1  2021
SMAR - Smartsheet Inc. Add 111.38% 1,433,608 9.58
PYPL - PayPal Holdings Inc. Add 81.57% 209,025 5.31
EBAY - eBay Inc. Add 24.77% 384,269 2.46
META - Meta Platforms Inc. Add 22.13% 135,248 4.17
DESP - Despegar.com Corp. Add 9.03% 384,221 0.55
UPWK - Upwork Inc. Reduce 3.00% 56,674 0.27
WIX - Wix.com Ltd. Reduce 14.88% 74,444 2.17
GOOG - Alphabet Inc. CL C Reduce 31.76% 300,440 3.25
ROKU - Roku Inc. Sell 100.00% 128,601 5.59
Q4  2020
EBAY - eBay Inc. Add 78.09% 680,231 4.47
SMAR - Smartsheet Inc. Add 44.63% 397,203 3.60
WIX - Wix.com Ltd. Add 21.94% 90,031 2.94
PYPL - PayPal Holdings Inc. Add 0.75% 1,900 0.06
DESP - Despegar.com Corp. Add 0.75% 31,515 0.05
META - Meta Platforms Inc. Add 0.74% 4,518 0.16
GOOG - Alphabet Inc. CL C Add 0.74% 6,920 0.08
UPWK - Upwork Inc. Reduce 52.25% 2,064,205 9.32
ROKU - Roku Inc. Reduce 57.61% 174,772 7.60
AVLR-OLD - Avalara Inc. Sell 100.00% 293,390 5.55
AYX-OLD - Alteryx Inc. Sell 100.00% 94,189 1.59
Q3  2020
WIX - Wix.com Ltd. Add 29.74% 94,067 3.56
UPWK - Upwork Inc. Add 4.33% 163,862 0.42
AVLR-OLD - Avalara Inc. Add 2.18% 6,252 0.12
GOOG - Alphabet Inc. CL C Add 2.17% 19,980 0.22
PYPL - PayPal Holdings Inc. Add 2.17% 5,414 0.16
EBAY - eBay Inc. Buy 871,076 6.74
META - Meta Platforms Inc. Reduce 5.33% 34,159 1.33
DESP - Despegar.com Corp. Reduce 8.03% 368,843 0.35
ROKU - Roku Inc. Reduce 11.40% 39,028 1.09
SMAR - Smartsheet Inc. Reduce 45.57% 745,050 5.47
AYX-OLD - Alteryx Inc. Reduce 55.75% 118,669 2.00
Q2  2020
META - Meta Platforms Inc. Add 5.85% 35,394 1.30
SMAR - Smartsheet Inc. Buy 1,635,037 13.45
UPWK - Upwork Inc. Buy 3,786,489 8.83
GOOG - Alphabet Inc. CL C Reduce 1.83% 17,100 0.20
PYPL - PayPal Holdings Inc. Reduce 1.83% 4,630 0.13
DESP - Despegar.com Corp. Reduce 22.04% 1,298,245 1.51
ROKU - Roku Inc. Reduce 30.53% 150,473 2.83
AYX-OLD - Alteryx Inc. Reduce 37.56% 128,037 3.40
WIX - Wix.com Ltd. Reduce 43.03% 238,943 9.89
AVLR-OLD - Avalara Inc. Reduce 58.46% 404,171 8.68
Q1  2020
GOOG - Alphabet Inc. CL C Add 352.51% 729,200 10.70
ROKU - Roku Inc. Add 35.60% 129,386 2.86
META - Meta Platforms Inc. Add 35.12% 157,340 6.62
DESP - Despegar.com Corp. Add 17.83% 891,358 1.28
WIX - Wix.com Ltd. Add 0.70% 3,886 0.10
AYX-OLD - Alteryx Inc. Reduce 28.67% 137,011 3.29
PYPL - PayPal Holdings Inc. Reduce 41.73% 181,590 4.39
AVLR-OLD - Avalara Inc. Reduce 43.87% 540,305 10.18
EBAY - eBay Inc. Sell 100.00% 934,115 6.64
Q4  2019
AYX-OLD - Alteryx Inc. Add 122.65% 263,257 5.18
AVLR-OLD - Avalara Inc. Add 29.86% 283,200 4.08
DESP - Despegar.com Corp. Add 20.87% 863,186 2.29
WIX - Wix.com Ltd. Add 8.00% 40,866 0.98
PYPL - PayPal Holdings Inc. Add 8.00% 32,246 0.69
EBAY - eBay Inc. Add 8.00% 69,183 0.49
ROKU - Roku Inc. Buy 363,488 9.58
META - Meta Platforms Inc. Reduce 9.10% 44,865 1.81
GOOG - Alphabet Inc. CL C Reduce 71.72% 524,600 6.90
CMPR - Cimpress plc Sell 100.00% 189,480 5.86
Q3  2019
DESP - Despegar.com Corp. Add 33.13% 1,029,206 2.73
PYPL - PayPal Holdings Inc. Add 28.21% 88,652 2.16
WIX - Wix.com Ltd. Add 21.34% 89,778 2.46
META - Meta Platforms Inc. Add 0.32% 1,551 0.06
GOOG - Alphabet Inc. CL C Add 0.32% 2,300 0.03
EBAY - eBay Inc. Add 0.32% 2,724 0.02
AYX-OLD - Alteryx Inc. Buy 214,649 5.41
AVLR-OLD - Avalara Inc. Reduce 13.25% 144,858 2.29
CMPR - Cimpress plc Reduce 32.77% 92,373 2.86
ANSS - ANSYS Inc. Sell 100.00% 90,565 4.15
TTD - Trade Desk Inc. Sell 100.00% 749,570 3.82
Q2  2019
DESP - Despegar.com Corp. Add 33.71% 783,270 2.43
GOOG - Alphabet Inc. CL C Add 0.73% 5,280 0.06
ANSS - ANSYS Inc. Add 0.71% 638 0.03
META - Meta Platforms Inc. Add 0.69% 3,380 0.15
EBAY - eBay Inc. Add 0.69% 5,895 0.05
AVLR-OLD - Avalara Inc. Buy 1,093,272 17.64
CMPR - Cimpress plc Reduce 30.24% 122,198 2.48
WIX - Wix.com Ltd. Reduce 33.09% 208,053 6.61
PYPL - PayPal Holdings Inc. Reduce 37.59% 189,303 4.84
TTD - Trade Desk Inc. Reduce 51.79% 805,080 4.10
Q1  2019
EBAY - eBay Inc. Add 106.85% 442,342 4.13
CMPR - Cimpress plc Add 85.88% 186,678 3.76
GOOG - Alphabet Inc. CL C Add 5.37% 36,920 0.54
PYPL - PayPal Holdings Inc. Add 5.36% 25,608 0.67
WIX - Wix.com Ltd. Add 5.22% 31,219 0.95
DESP - Despegar.com Corp. Buy 2,323,766 8.70
META - Meta Platforms Inc. Reduce 23.95% 153,703 6.44