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
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 - 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 - 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
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
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
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 - 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 - 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 - 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 - 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
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
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