Pat Dorsey - Dorsey Asset Management

History Stock Activity ▼ Share change % change to portfolio
Q2  2019
≡ 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
≡ ANSS - ANSYS Inc. Reduce 41.98% 65,079 2.99
≡ TTD - Trade Desk Inc. Reduce 53.96% 1,821,810 9.06
≡ DG - Dollar General Sell 100.00% 242,459 7.28
≡ ROP - Roper Technologies Inc. Sell 100.00% 59,212 4.39
≡ WK - Workiva Inc. Sell 100.00% 237,389 2.37
Q4  2018
≡ WIX - Wix.com Ltd. Add 103.35% 303,718 7.62
≡ TTD - Trade Desk Inc. Add 36.06% 894,920 2.89
≡ META - Meta Platforms Inc. Add 33.09% 159,542 5.81
≡ CMPR - Cimpress plc Add 11.85% 23,027 0.66
≡ ANSS - ANSYS Inc. Add 11.85% 16,427 0.65
≡ EBAY - eBay Inc. Add 11.85% 43,865 0.34
≡ GOOG - Alphabet Inc. CL C Add 6.72% 43,240 0.62
≡ PYPL - PayPal Holdings Inc. Add 5.11% 23,227 0.54
≡ DG - Dollar General Reduce 38.69% 152,974 4.59
≡ ROP - Roper Technologies Inc. Reduce 41.15% 41,395 3.07
≡ WK - Workiva Inc. Reduce 68.41% 514,092 5.13
≡ SITE - SiteOne Landscape Supply Inc. Sell 100.00% 387,315 6.84
Q3  2018
≡ META - Meta Platforms Inc. Add 14.15% 59,750 2.30
≡ WK - Workiva Inc. Add 7.59% 53,033 0.49
≡ PYPL - PayPal Holdings Inc. Add 5.23% 22,612 0.47
≡ EBAY - eBay Inc. Add 5.22% 18,345 0.14
≡ CMPR - Cimpress plc Add 5.06% 9,366 0.30
≡ WIX - Wix.com Ltd. Buy 293,877 8.24
≡ ROP - Roper Technologies Inc. Reduce 2.08% 2,132 0.15
≡ SITE - SiteOne Landscape Supply Inc. Reduce 6.76% 28,063 0.50
≡ ANSS - ANSYS Inc. Reduce 8.05% 12,125 0.53
≡ TTD - Trade Desk Inc. Reduce 13.45% 385,540 1.36
≡ GOOG - Alphabet Inc. CL C Reduce 13.97% 104,500 1.46
≡ DG - Dollar General Reduce 15.03% 69,942 1.79
Q2  2018
≡ DG - Dollar General Add 49.03% 153,100 3.99
≡ ROP - Roper Technologies Inc. Add 38.44% 28,525 2.08
≡ GOOG - Alphabet Inc. CL C Add 26.68% 157,600 2.32
≡ SITE - SiteOne Landscape Supply Inc. Add 0.03% 109 0.00
≡ ANSS - ANSYS Inc. Add 0.02% 32 0.00
≡ CMPR - Cimpress plc Add 0.02% 42 0.00
≡ PYPL - PayPal Holdings Inc. Buy 432,105 9.50
≡ TTD - Trade Desk Inc. Buy 2,867,080 7.10
≡ META - Meta Platforms Inc. Reduce 4.48% 19,800 1.02
≡ WK - Workiva Inc. Reduce 30.42% 305,341 1.97
≡ EBAY - eBay Inc. Reduce 61.16% 553,839 5.31
Q1  2018
≡ SITE - SiteOne Landscape Supply Inc. Add 167.86% 260,236 6.78
≡ GOOG - Alphabet Inc. CL C Add 22.21% 107,320 1.87
≡ META - Meta Platforms Inc. Add 19.50% 72,165 3.90
≡ DG - Dollar General Add 7.04% 20,550 0.65
≡ ANSS - ANSYS Inc. Add 6.97% 9,816 0.52
≡ EBAY - eBay Inc. Buy 905,600 12.33
≡ ROP - Roper Technologies Inc. Reduce 9.55% 7,833 0.74
≡ WK - Workiva Inc. Reduce 15.90% 189,750 1.52
≡ CMPR - Cimpress plc Reduce 31.41% 84,707 4.43
≡ CHGG - CHEGG Inc. Sell 100.00% 1,800,400 10.60
≡ YELP - Yelp Inc. Sell 100.00% 436,934 6.61
Q4  2017
≡ CHGG - CHEGG Inc. Add 49.95% 599,700 3.53
≡ META - Meta Platforms Inc. Add 40.11% 105,930 6.74
≡ CMPR - Cimpress plc Add 4.82% 12,400 0.54
≡ DG - Dollar General Add 4.81% 13,400 0.45
≡ GOOG - Alphabet Inc. CL C Add 4.81% 22,200 0.42
≡ WK - Workiva Inc. Add 4.81% 54,790 0.42
≡ YELP - Yelp Inc. Add 4.81% 20,060 0.30
≡ ROP - Roper Technologies Inc. Add 4.80% 3,760 0.35
≡ SITE - SiteOne Landscape Supply Inc. Buy 155,033 4.29
≡ ANSS - ANSYS Inc. Reduce 9.48% 14,750 0.79
≡ DSGX - Descartes Systems Group Sell 100.00% 658,158 7.77
Q3  2017
≡ WK - Workiva Inc. Add 76.28% 492,776 4.46
≡ CHGG - CHEGG Inc. Buy 1,200,700 7.73
≡ ROP - Roper Technologies Inc. Reduce 0.02% 18 0.00
≡ META - Meta Platforms Inc. Reduce 0.03% 72 0.01
≡ ANSS - ANSYS Inc. Reduce 0.03% 45 0.00
≡ CMPR - Cimpress plc Reduce 0.03% 81 0.00
≡ DG - Dollar General Reduce 0.03% 75 0.00
≡ DSGX - Descartes Systems Group Reduce 0.03% 182 0.00
≡ GOOG - Alphabet Inc. CL C Reduce 0.03% 120 0.00
≡ YELP - Yelp Inc. Reduce 43.36% 319,126 5.99
≡ BN - Brookfield Corp. Sell 100.00% 780,681 9.58
Q2  2017
≡ META - Meta Platforms Inc. Add 15.58% 35,600 2.52
≡ YELP - Yelp Inc. Buy 736,000 10.37
≡ ROP - Roper Technologies Inc. Reduce 13.24% 11,948 1.30
≡ DSGX - Descartes Systems Group Reduce 21.88% 184,400 2.10
Q1  2017
≡ META - Meta Platforms Inc. Add 22.21% 41,544 3.34
≡ CMPR - Cimpress plc Add 12.92% 29,436 1.43
≡ DSGX - Descartes Systems Group Add 12.11% 91,033 1.18
≡ ANSS - ANSYS Inc. Add 0.84% 1,294 0.08
≡ DG - Dollar General Buy 278,400 10.98
≡ GOOG - Alphabet Inc. CL C Buy 461,220 10.82
≡ WK - Workiva Inc. Buy 645,973 5.72
≡ BN - Brookfield Corp. Reduce 0.83% 6,558 0.09
≡ ROP - Roper Technologies Inc. Reduce 2.14% 1,970 0.23