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
Q2  2024
≡ AZO - AutoZone Inc. Add 30.36% 7,069 2.50
≡ SPT - Sprout Social Inc. CL A Buy 1,725,977 7.34
Q1  2024
≡ SEMR - SEMrush Holdings Inc. Add 37.86% 1,045,082 1.61
≡ AZO - AutoZone Inc. Buy 23,282 8.53
Q4  2023
≡ HRI - HERC Holdings Inc. Add 19.34% 83,755 1.60
≡ DHR - Danaher Corp. Buy 314,516 9.35
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
Q2  2023
≡ UPWK - Upwork Inc. Add 81.05% 2,100,150 2.60
≡ HRI - HERC Holdings Inc. Buy 202,804 3.67
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
≡ ROKU - Roku Inc. Add 17.90% 254,665 1.51
≡ SMAR-OLD - 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
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-OLD - 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-OLD - 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
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-OLD - 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
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-OLD - 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
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
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-OLD - 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
Q1  2021
≡ SMAR-OLD - 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
Q4  2020
≡ EBAY - eBay Inc. Add 78.09% 680,231 4.47
≡ SMAR-OLD - 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
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
Q2  2020
≡ META - Meta Platforms Inc. Add 5.85% 35,394 1.30
≡ SMAR-OLD - Smartsheet Inc. Buy 1,635,037 13.45
≡ UPWK - Upwork Inc. Buy 3,786,489 8.83
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
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