Pat Dorsey - Dorsey Asset Management

History Stock Activity Share change % change to portfolio
Q3  2019
EBAY - eBay Inc. Add 0.32% 2,724 0.02
GOOG - Alphabet Inc. CL C Add 0.32% 2,300 0.03
META - Meta Platforms Inc. Add 0.32% 1,551 0.06
WIX - Wix.com Ltd. Add 21.34% 89,778 2.46
PYPL - PayPal Holdings Inc. Add 28.21% 88,652 2.16
DESP - Despegar.com Corp. Add 33.13% 1,029,206 2.73
AYX-OLD - Alteryx Inc. Buy 214,649 5.41
Q2  2019
EBAY - eBay Inc. Add 0.69% 5,895 0.05
META - Meta Platforms Inc. Add 0.69% 3,380 0.15
ANSS - ANSYS Inc. Add 0.71% 638 0.03
GOOG - Alphabet Inc. CL C Add 0.73% 5,280 0.06
DESP - Despegar.com Corp. Add 33.71% 783,270 2.43
AVLR-OLD - Avalara Inc. Buy 1,093,272 17.64
Q1  2019
WIX - Wix.com Ltd. Add 5.22% 31,219 0.95
PYPL - PayPal Holdings Inc. Add 5.36% 25,608 0.67
GOOG - Alphabet Inc. CL C Add 5.37% 36,920 0.54
CMPR - Cimpress plc Add 85.88% 186,678 3.76
EBAY - eBay Inc. Add 106.85% 442,342 4.13
DESP - Despegar.com Corp. Buy 2,323,766 8.70
Q4  2018
PYPL - PayPal Holdings Inc. Add 5.11% 23,227 0.54
GOOG - Alphabet Inc. CL C Add 6.72% 43,240 0.62
EBAY - eBay Inc. Add 11.85% 43,865 0.34
ANSS - ANSYS Inc. Add 11.85% 16,427 0.65
CMPR - Cimpress plc Add 11.85% 23,027 0.66
META - Meta Platforms Inc. Add 33.09% 159,542 5.81
TTD - Trade Desk Inc. Add 36.06% 894,920 2.89
WIX - Wix.com Ltd. Add 103.35% 303,718 7.62
Q3  2018
CMPR - Cimpress plc Add 5.06% 9,366 0.30
EBAY - eBay Inc. Add 5.22% 18,345 0.14
PYPL - PayPal Holdings Inc. Add 5.23% 22,612 0.47
WK - Workiva Inc. Add 7.59% 53,033 0.49
META - Meta Platforms Inc. Add 14.15% 59,750 2.30
WIX - Wix.com Ltd. Buy 293,877 8.24
Q2  2018
ANSS - ANSYS Inc. Add 0.02% 32 0.00
CMPR - Cimpress plc Add 0.02% 42 0.00
SITE - SiteOne Landscape Supply Inc. Add 0.03% 109 0.00
GOOG - Alphabet Inc. CL C Add 26.68% 157,600 2.32
ROP - Roper Technologies Inc. Add 38.44% 28,525 2.08
DG - Dollar General Add 49.03% 153,100 3.99
TTD - Trade Desk Inc. Buy 2,867,080 7.10
PYPL - PayPal Holdings Inc. Buy 432,105 9.50
Q1  2018
ANSS - ANSYS Inc. Add 6.97% 9,816 0.52
DG - Dollar General Add 7.04% 20,550 0.65
META - Meta Platforms Inc. Add 19.50% 72,165 3.90
GOOG - Alphabet Inc. CL C Add 22.21% 107,320 1.87
SITE - SiteOne Landscape Supply Inc. Add 167.86% 260,236 6.78
EBAY - eBay Inc. Buy 905,600 12.33
Q4  2017
ROP - Roper Technologies Inc. Add 4.80% 3,760 0.35
YELP - Yelp Inc. Add 4.81% 20,060 0.30
GOOG - Alphabet Inc. CL C Add 4.81% 22,200 0.42
WK - Workiva Inc. Add 4.81% 54,790 0.42
DG - Dollar General Add 4.81% 13,400 0.45
CMPR - Cimpress plc Add 4.82% 12,400 0.54
META - Meta Platforms Inc. Add 40.11% 105,930 6.74
CHGG - CHEGG Inc. Add 49.95% 599,700 3.53
SITE - SiteOne Landscape Supply Inc. Buy 155,033 4.29
Q3  2017
WK - Workiva Inc. Add 76.28% 492,776 4.46
CHGG - CHEGG Inc. Buy 1,200,700 7.73
Q2  2017
META - Meta Platforms Inc. Add 15.58% 35,600 2.52
YELP - Yelp Inc. Buy 736,000 10.37
Q1  2017
ANSS - ANSYS Inc. Add 0.84% 1,294 0.08
DSGX - Descartes Systems Group Add 12.11% 91,033 1.18
CMPR - Cimpress plc Add 12.92% 29,436 1.43
META - Meta Platforms Inc. Add 22.21% 41,544 3.34
WK - Workiva Inc. Buy 645,973 5.72
GOOG - Alphabet Inc. CL C Buy 461,220 10.82
DG - Dollar General Buy 278,400 10.98