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Pat Dorsey — 13F History

Dorsey Asset Management, LLCCIK 0001671657Form 13F-HR on EDGAR
Portfolio value$1.6B
Positions11
QuarterQ2 2026ended 2026-06-30
Filed08/142026

Every 13F on file since Q4 2016: what Pat Dorsey bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

39 filings · newest first
Q2 2026$1.6B · 11 stocks · filed Aug 14, 2026
0 bought8 added3 reduced0 sold
reduced −48% SUNBadded +39% APPadded +80% BKNGreduced −32% AERadded +62% UBERadded +42% SPGI
Q1 2026$1.3B · 11 stocks · filed May 15, 2026
4 bought4 added3 reduced3 sold
Q4 2025$1.2B · 10 stocks · filed Feb 17, 2026
1 bought1 added8 reduced0 sold
Q3 2025$1.1B · 9 stocks · filed Nov 14, 2025
1 bought1 added7 reduced2 sold
Q2 2025$1.1B · 10 stocks · filed Aug 14, 2025
1 bought6 added3 reduced2 sold
bought ENOVsold PYPLadded +98% ASMLsold SPTadded +34% DHRreduced −54% WIX
Q1 2025$943.6M · 11 stocks · filed May 15, 2025
3 bought2 added6 reduced3 sold
bought AERsold SMARGBPbought BKNGadded +75% DHRsold HRIsold UPWK
Q4 2024$970.0M · 11 stocks · filed Feb 14, 2025
0 bought8 added3 reduced1 sold
Q3 2024$927.6M · 12 stocks · filed Nov 14, 2024
1 bought1 added10 reduced0 sold
bought APPreduced −40% SMARGBPreduced −41% SEMREURadded +14% SPTreduced −3% METAreduced −3% WIX
Q2 2024$839.4M · 11 stocks · filed Aug 14, 2024
1 bought1 added9 reduced0 sold
reduced −45% GOOGbought SPTreduced −24% WIXreduced −17% METAadded +30% AZOreduced −6% SEMREUR
Q1 2024$860.2M · 10 stocks · filed May 15, 2024
1 bought1 added8 reduced0 sold
bought AZOreduced −26% METAadded +38% SEMREURreduced −14% HRIreduced −1% GOOGreduced −1% WIX
Q4 2023$778.0M · 9 stocks · filed Feb 14, 2024
1 bought1 added7 reduced2 sold
bought DHRreduced −38% WIXsold DISreduced −18% METAsold DGreduced −37% UPWK
Q3 2023$765.9M · 10 stocks · filed Nov 14, 2023
1 bought3 added6 reduced1 sold
sold ROKUreduced −25% METAadded +101% PYPLbought DGadded +114% HRIreduced −18% SMARGBP

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.