Pat Dorsey - Dorsey Asset Management, LLC

Pat Dorsey - Dorsey Asset Management,

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $1,255,861,264

Holdings Activity Buys Sells History

Period	Portfolio Value	Top 20 holdings history (left to right)
2026 Q1	$1.26 B	ASML	AER	SUNB	APP	DHR	RPRX	SPGI	LYV	META	UBER	BKNG
2025 Q4	$1.15 B	ASML	DHR	AER	META	BKNG	RPRX	LYV	AZO	GOOG	ENOV
2025 Q3	$1.11 B	DHR	ASML	AER	META	AZO	GOOG	BKNG	RPRX	ENOV
2025 Q2	$1.12 B	DHR	META	AER	AZO	GOOG	ASML	BKNG	ENOV	WIX	SEMR
2025 Q1	$944 M	AZO	META	DHR	AER	GOOG	BKNG	PYPL	WIX	SPT	ASML	SEMR
2024 Q4	$970 M	WIX	META	GOOG	AZO	PYPL	DHR	SMAR	SPT	HRI	UPWK	SEMR
2024 Q3	$928 M	META	AZO	WIX	APP	PYPL	DHR	SMAR	GOOG	HRI	SPT	SEMR	UPWK
2024 Q2	$839 M	META	SMAR	WIX	AZO	GOOG	DHR	PYPL	SPT	HRI	SEMR	UPWK
2024 Q1	$860 M	META	GOOG	WIX	SMAR	PYPL	DHR	HRI	AZO	SEMR	UPWK
2023 Q4	$778 M	META	SMAR	GOOG	WIX	HRI	PYPL	DHR	UPWK	SEMR
2023 Q3	$766 M	META	GOOG	WIX	SMAR	PYPL	HRI	DIS	UPWK	DG	SEMR
2023 Q2	$755 M	META	SMAR	WIX	GOOG	DIS	ROKU	UPWK	PYPL	SEMR	HRI
2023 Q1	$882 M	META	SMAR	WIX	GOOG	ROKU	DIS	PYPL	SEMR	UPWK
2022 Q4	$688 M	SMAR	WIX	META	ROKU	DIS	PYPL	GOOG	SEMR	UPWK
2022 Q3	$825 M	WIX	SMAR	META	ROKU	POSH	DIS	PYPL	GOOG	SEMR	UPWK
2022 Q2	$801 M	WIX	META	ROKU	SMAR	DIS	GOOG	UPWK	PYPL	POSH	SEMR
2022 Q1	$1.04 B	META	SMAR	WIX	DIS	PYPL	ROKU	EBAY	GOOG	POSH	SEMR	UPWK
2021 Q4	$1.17 B	WIX	SMAR	META	PYPL	DIS	EBAY	GOOG	POSH	SEMR	UPWK
2021 Q3	$1.15 B	META	SMAR	WIX	PYPL	DIS	EBAY	UPWK	GOOG	SEMR
2021 Q2	$1.33 B	META	SMAR	WIX	EBAY	PYPL	UPWK	DIS	GOOG	DESP
2021 Q1	$956 M	META	SMAR	WIX	EBAY	PYPL	UPWK	GOOG	DESP
2020 Q4	$764 M	META	WIX	SMAR	GOOG	EBAY	UPWK	PYPL	DESP	ROKU
2020 Q3	$673 M	META	WIX	GOOG	UPWK	ROKU	PYPL	EBAY	SMAR	AVLR	DESP	AYX
2020 Q2	$619 M	META	SMAR	WIX	GOOG	UPWK	PYPL	ROKU	AVLR	AYX	DESP
2020 Q1	$396 M	META	WIX	GOOG	AVLR	ROKU	DESP	AYX	PYPL
2019 Q4	$508 M	META	AVLR	WIX	DESP	ROKU	AYX	PYPL	EBAY	GOOG
2019 Q3	$426 M	META	AVLR	WIX	DESP	GOOG	PYPL	EBAY	CMPR	AYX
2019 Q2	$447 M	META	AVLR	WIX	DESP	GOOG	PYPL	EBAY	CMPR	ANSS	TTD
2019 Q1	$398 M	META	WIX	PYPL	GOOG	DESP	CMPR	EBAY	TTD	ANSS
2018 Q4	$360 M	META	WIX	PYPL	TTD	GOOG	DG	CMPR	ANSS	ROP	EBAY	WK
2018 Q3	$427 M	META	DG	PYPL	GOOG	TTD	WIX	ROP	WK	SITE	CMPR	ANSS	EBAY
2018 Q2	$379 M	META	DG	GOOG	PYPL	SITE	ROP	TTD	CMPR	ANSS	WK	EBAY
2018 Q1	$296 M	META	EBAY	SITE	GOOG	DG	CMPR	WK	ANSS	ROP
2017 Q4	$277 M	META	CMPR	CHGG	DG	WK	GOOG	ROP	ANSS	YELP	SITE
2017 Q3	$231 M	META	CMPR	WK	DG	GOOG	ANSS	ROP	YELP	DSGX	CHGG
2017 Q2	$213 M	META	CMPR	YELP	GOOG	BAM.A	DG	ANSS	ROP	DSGX	WK
2017 Q1	$177 M	META	CMPR	DG	DSGX	GOOG	BAM.A	ROP	ANSS	WK
2016 Q4	$107 M	META	CMPR	BAM.A	ROP	DSGX	ANSS