Pat Dorsey - Dorsey Asset Management

History Stock Activity ▲ Share change % change to portfolio
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
≡ GOOG - Alphabet Inc. CL C Add 22.96% 169,491 2.92
≡ PYPL - PayPal Holdings Inc. Add 100.55% 651,940 4.98
≡ HRI - HERC Holdings Inc. Add 113.58% 230,335 3.58
≡ 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
≡ UPWK - Upwork Inc. Add 0.70% 18,811 0.03
≡ GOOG - Alphabet Inc. CL C Add 0.71% 4,003 0.05
≡ DIS - Walt Disney Co. Add 0.72% 5,364 0.07
≡ PYPL - PayPal Holdings Inc. Add 0.73% 5,394 0.06
≡ SEMR - SEMrush Holdings Inc. Add 2.79% 96,338 0.11
≡ SMAR - Smartsheet Inc. Add 11.77% 405,065 2.32
≡ ROKU - Roku Inc. Add 17.90% 254,665 1.51
≡ META - Meta Platforms Inc. Add 30.95% 234,486 4.10
Q3  2022
≡ UPWK - Upwork Inc. Add 0.10% 2,664 0.00
≡ 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
≡ SMAR - Smartsheet Inc. Add 0.10% 3,434 0.02
≡ WIX - Wix.com Ltd. Add 0.10% 1,926 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
≡ META - Meta Platforms Inc. Add 0.13% 962 0.02
Q2  2022
≡ DIS - Walt Disney Co. Add 0.07% 554 0.01
≡ SEMR - SEMrush Holdings Inc. Add 0.08% 2,860 0.00
≡ META - Meta Platforms Inc. Add 0.08% 637 0.01
≡ PYPL - PayPal Holdings Inc. Add 0.08% 620 0.01
≡ POSH-OLD - Poshmark Inc Class A Add 13.06% 547,448 0.69
≡ SMAR - Smartsheet Inc. Add 14.25% 428,899 1.68
≡ WIX - Wix.com Ltd. Add 19.93% 312,134 2.55
≡ GOOG - Alphabet Inc. CL C Add 20.08% 94,700 1.29
≡ UPWK - Upwork Inc. Add 71.18% 1,109,027 2.86
≡ ROKU - Roku Inc. Add 109.92% 744,382 7.63
Q1  2022
≡ WIX - Wix.com Ltd. Add 5.44% 80,849 0.81
≡ SMAR - Smartsheet Inc. Add 7.26% 203,696 1.07
≡ UPWK - Upwork Inc. Add 7.93% 114,491 0.26
≡ EBAY - eBay Inc. Add 7.93% 94,968 0.52
≡ DIS - Walt Disney Co. Add 7.93% 54,349 0.72
≡ POSH-OLD - Poshmark Inc Class A Add 26.82% 886,766 1.08
≡ PYPL - PayPal Holdings Inc. Add 29.37% 167,787 1.87
≡ META - Meta Platforms Inc. Add 30.79% 177,972 3.81
≡ SEMR - SEMrush Holdings Inc. Add 31.66% 828,523 0.95
≡ ROKU - Roku Inc. Buy 677,215 8.17
Q4  2021
≡ PYPL - PayPal Holdings Inc. Add 0.43% 2,464 0.04
≡ META - Meta Platforms Inc. Add 0.43% 2,494 0.07
≡ GOOG - Alphabet Inc. CL C Add 0.44% 2,180 0.03
≡ SMAR - Smartsheet Inc. Add 1.14% 31,563 0.21
≡ SEMR - SEMrush Holdings Inc. Add 2.59% 66,113 0.12
≡ WIX - Wix.com Ltd. Add 75.17% 637,351 8.58
≡ POSH-OLD - Poshmark Inc Class A Buy 3,306,561 4.80
Q3  2021
≡ GOOG - Alphabet Inc. CL C Add 0.78% 3,840 0.04
≡ PYPL - PayPal Holdings Inc. Add 3.62% 19,865 0.45
≡ DIS - Walt Disney Co. Add 9.61% 68,182 1.01
≡ WIX - Wix.com Ltd. Add 34.41% 217,032 3.71
≡ SEMR - SEMrush Holdings Inc. Buy 2,550,725 5.13
Q2  2021
≡ UPWK - Upwork Inc. Add 17.60% 321,906 1.42
≡ SMAR - Smartsheet Inc. Add 17.69% 481,400 2.62
≡ EBAY - eBay Inc. Add 17.97% 347,900 1.84
≡ PYPL - PayPal Holdings Inc. Add 17.97% 83,614 1.84
≡ WIX - Wix.com Ltd. Add 48.08% 204,813 4.48
≡ DIS - Walt Disney Co. Buy 709,571 9.40
Q1  2021
≡ DESP - Despegar.com Corp. Add 9.03% 384,221 0.55
≡ META - Meta Platforms Inc. Add 22.13% 135,248 4.17
≡ EBAY - eBay Inc. Add 24.77% 384,269 2.46
≡ PYPL - PayPal Holdings Inc. Add 81.57% 209,025 5.31
≡ SMAR - Smartsheet Inc. Add 111.38% 1,433,608 9.58
Q4  2020
≡ GOOG - Alphabet Inc. CL C Add 0.74% 6,920 0.08
≡ META - Meta Platforms Inc. Add 0.74% 4,518 0.16
≡ DESP - Despegar.com Corp. Add 0.75% 31,515 0.05
≡ PYPL - PayPal Holdings Inc. Add 0.75% 1,900 0.06
≡ WIX - Wix.com Ltd. Add 21.94% 90,031 2.94
≡ SMAR - Smartsheet Inc. Add 44.63% 397,203 3.60
≡ EBAY - eBay Inc. Add 78.09% 680,231 4.47
Q3  2020
≡ PYPL - PayPal Holdings Inc. Add 2.17% 5,414 0.16
≡ GOOG - Alphabet Inc. CL C Add 2.17% 19,980 0.22
≡ AVLR-OLD - Avalara Inc. Add 2.18% 6,252 0.12
≡ UPWK - Upwork Inc. Add 4.33% 163,862 0.42
≡ WIX - Wix.com Ltd. Add 29.74% 94,067 3.56
≡ EBAY - eBay Inc. Buy 871,076 6.74
Q2  2020
≡ META - Meta Platforms Inc. Add 5.85% 35,394 1.30
≡ UPWK - Upwork Inc. Buy 3,786,489 8.83
≡ SMAR - Smartsheet Inc. Buy 1,635,037 13.45
Q1  2020
≡ WIX - Wix.com Ltd. Add 0.70% 3,886 0.10
≡ DESP - Despegar.com Corp. Add 17.83% 891,358 1.28
≡ META - Meta Platforms Inc. Add 35.12% 157,340 6.62
≡ ROKU - Roku Inc. Add 35.60% 129,386 2.86
≡ GOOG - Alphabet Inc. CL C Add 352.51% 729,200 10.70
Q4  2019
≡ EBAY - eBay Inc. Add 8.00% 69,183 0.49
≡ PYPL - PayPal Holdings Inc. Add 8.00% 32,246 0.69
≡ WIX - Wix.com Ltd. Add 8.00% 40,866 0.98
≡ DESP - Despegar.com Corp. Add 20.87% 863,186 2.29
≡ AVLR-OLD - Avalara Inc. Add 29.86% 283,200 4.08
≡ AYX-OLD - Alteryx Inc. Add 122.65% 263,257 5.18
≡ ROKU - Roku Inc. Buy 363,488 9.58