Pat Dorsey - Dorsey Asset Management,
| History | Stock | Activity ▼ | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026 | ||||
| ☰ | AER - AerCap Holdings N.V. | Reduce 7.54% | 91,570 | 1.14 |
| ☰ | ASML - ASML Holding NV | Reduce 27.06% | 52,048 | 4.84 |
| ☰ | DHR - Danaher Corp. | Reduce 29.88% | 247,280 | 4.92 |
| ☰ | AZO - AutoZone Inc. | Sell 100.00% | 25,121 | 7.41 |
| ☰ | GOOG - Alphabet Inc. CL C | Sell 100.00% | 216,906 | 5.92 |
| ☰ | ENOV - Enovis Corp. | Sell 100.00% | 2,279,200 | 5.28 |
| Q4 2025 | ||||
| ☰ | AER - AerCap Holdings N.V. | Reduce 3.87% | 48,939 | 0.53 |
| ☰ | DHR - Danaher Corp. | Reduce 3.87% | 33,330 | 0.59 |
| ☰ | RPRX - Royalty Pharma plc | Reduce 3.87% | 90,980 | 0.29 |
| ☰ | BKNG - Booking Holdings Inc. | Reduce 3.88% | 16,450 | 0.32 |
| ☰ | ENOV - Enovis Corp. | Reduce 5.01% | 120,122 | 0.33 |
| ☰ | AZO - AutoZone Inc. | Reduce 15.92% | 4,757 | 1.83 |
| ☰ | META - Meta Platforms Inc. | Reduce 16.53% | 31,774 | 2.10 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 49.48% | 212,412 | 4.65 |
| Q3 2025 | ||||
| ☰ | ENOV - Enovis Corp. | Reduce 6.03% | 153,858 | 0.43 |
| ☰ | AER - AerCap Holdings N.V. | Reduce 7.14% | 97,120 | 1.02 |
| ☰ | DHR - Danaher Corp. | Reduce 7.14% | 66,142 | 1.17 |
| ☰ | BKNG - Booking Holdings Inc. | Reduce 7.19% | 32,875 | 0.68 |
| ☰ | AZO - AutoZone Inc. | Reduce 16.23% | 5,789 | 1.93 |
| ☰ | META - Meta Platforms Inc. | Reduce 21.58% | 52,884 | 3.50 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 35.15% | 232,672 | 3.70 |
| ☰ | WIX - Wix.com Ltd. | Sell 100.00% | 146,777 | 2.09 |
| ☰ | SEMR - Semrush Hldgs Inc | Sell 100.00% | 2,284,578 | 1.85 |
| Q2 2025 | ||||
| ☰ | META - Meta Platforms Inc. | Reduce 0.79% | 1,949 | 0.12 |
| ☰ | AZO - AutoZone Inc. | Reduce 5.00% | 1,876 | 0.76 |
| ☰ | WIX - Wix.com Ltd. | Reduce 54.04% | 172,605 | 2.99 |
| ☰ | PYPL - PayPal Holdings Inc. | Sell 100.00% | 858,231 | 5.93 |
| ☰ | SPT - Sprout Social Inc | Sell 100.00% | 2,304,414 | 5.37 |
| Q1 2025 | ||||
| ☰ | AZO - AutoZone Inc. | Reduce 0.07% | 27 | 0.01 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 0.07% | 467 | 0.01 |
| ☰ | SEMR - Semrush Hldgs Inc | Reduce 0.08% | 1,748 | 0.00 |
| ☰ | SPT - Sprout Social Inc | Reduce 0.08% | 1,735 | 0.01 |
| ☰ | PYPL - PayPal Holdings Inc. | Reduce 34.04% | 442,952 | 3.90 |
| ☰ | WIX - Wix.com Ltd. | Reduce 44.81% | 259,359 | 5.74 |
| ☰ | SMAR - Smartsheet Inc | Sell 100.00% | 1,447,727 | 8.36 |
| ☰ | HRI - HERC Holdings Inc. | Sell 100.00% | 272,903 | 5.33 |
| ☰ | UPWK - Upwork Inc. | Sell 100.00% | 3,045,142 | 5.13 |
| Q4 2024 | ||||
| ☰ | SMAR - Smartsheet Inc | Reduce 3.05% | 45,559 | 0.27 |
| ☰ | META - Meta Platforms Inc. | Reduce 10.50% | 24,422 | 1.51 |
| ☰ | HRI - HERC Holdings Inc. | Reduce 35.95% | 153,157 | 2.63 |
| ☰ | APP - Applovin Corp. | Sell 100.00% | 698,796 | 9.83 |
| Q3 2024 | ||||
| ☰ | UPWK - Upwork Inc. | Reduce 2.87% | 78,148 | 0.10 |
| ☰ | PYPL - PayPal Holdings Inc. | Reduce 2.88% | 34,525 | 0.24 |
| ☰ | DHR - Danaher Corp. | Reduce 2.91% | 8,928 | 0.27 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 2.93% | 13,650 | 0.30 |
| ☰ | AZO - AutoZone Inc. | Reduce 2.94% | 893 | 0.32 |
| ☰ | META - Meta Platforms Inc. | Reduce 2.94% | 7,055 | 0.42 |
| ☰ | HRI - HERC Holdings Inc. | Reduce 2.97% | 13,058 | 0.21 |
| ☰ | WIX - Wix.com Ltd. | Reduce 2.97% | 16,965 | 0.32 |
| ☰ | SMAR - Smartsheet Inc | Reduce 39.80% | 987,103 | 5.19 |
| ☰ | SEMR - Semrush Hldgs Inc | Reduce 40.60% | 1,444,873 | 2.31 |
| Q2 2024 | ||||
| ☰ | DHR - Danaher Corp. | Reduce 1.27% | 3,944 | 0.11 |
| ☰ | HRI - HERC Holdings Inc. | Reduce 1.27% | 5,651 | 0.11 |
| ☰ | PYPL - PayPal Holdings Inc. | Reduce 1.27% | 15,414 | 0.12 |
| ☰ | SMAR - Smartsheet Inc | Reduce 1.27% | 31,939 | 0.14 |
| ☰ | UPWK - Upwork Inc. | Reduce 1.27% | 35,094 | 0.05 |
| ☰ | SEMR - Semrush Hldgs Inc | Reduce 6.47% | 246,301 | 0.38 |
| ☰ | META - Meta Platforms Inc. | Reduce 16.54% | 47,502 | 2.68 |
| ☰ | WIX - Wix.com Ltd. | Reduce 24.43% | 184,581 | 2.95 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 45.02% | 381,029 | 6.74 |
| Q1 2024 | ||||
| ☰ | DHR - Danaher Corp. | Reduce 1.32% | 4,152 | 0.12 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 1.32% | 11,350 | 0.21 |
| ☰ | PYPL - PayPal Holdings Inc. | Reduce 1.32% | 16,258 | 0.13 |
| ☰ | SMAR - Smartsheet Inc | Reduce 1.32% | 33,704 | 0.21 |
| ☰ | UPWK - Upwork Inc. | Reduce 1.32% | 37,059 | 0.07 |
| ☰ | WIX - Wix.com Ltd. | Reduce 1.33% | 10,145 | 0.16 |
| ☰ | HRI - HERC Holdings Inc. | Reduce 13.95% | 72,125 | 1.38 |
| ☰ | META - Meta Platforms Inc. | Reduce 25.61% | 98,907 | 4.50 |
| Q4 2023 | ||||
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 5.50% | 49,963 | 0.86 |
| ☰ | SMAR - Smartsheet Inc | Reduce 5.50% | 148,264 | 0.78 |
| ☰ | PYPL - PayPal Holdings Inc. | Reduce 5.51% | 71,583 | 0.55 |
| ☰ | SEMR - Semrush Hldgs Inc | Reduce 7.59% | 226,749 | 0.25 |
| ☰ | META - Meta Platforms Inc. | Reduce 17.70% | 83,051 | 3.26 |
| ☰ | UPWK - Upwork Inc. | Reduce 37.48% | 1,676,840 | 2.49 |
| ☰ | WIX - Wix.com Ltd. | Reduce 37.74% | 464,042 | 5.56 |
| ☰ | DIS - Walt Disney Co. | Sell 100.00% | 627,314 | 6.64 |
| ☰ | DG - Dollar General | Sell 100.00% | 272,822 | 3.77 |
| Q3 2023 | ||||
| ☰ | SEMR - Semrush Hldgs Inc | Reduce 1.16% | 35,109 | 0.04 |
| ☰ | DIS - Walt Disney Co. | Reduce 3.31% | 21,502 | 0.25 |
| ☰ | UPWK - Upwork Inc. | Reduce 4.63% | 217,072 | 0.27 |
| ☰ | WIX - Wix.com Ltd. | Reduce 11.77% | 164,052 | 1.70 |
| ☰ | SMAR - Smartsheet Inc | Reduce 17.87% | 586,307 | 2.97 |
| ☰ | META - Meta Platforms Inc. | Reduce 25.09% | 157,115 | 5.97 |
| ☰ | ROKU - Roku Inc. | Sell 100.00% | 781,185 | 6.62 |
| Q2 2023 | ||||
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 9.78% | 80,029 | 0.94 |
| ☰ | DIS - Walt Disney Co. | Reduce 9.81% | 70,608 | 0.80 |
| ☰ | PYPL - PayPal Holdings Inc. | Reduce 9.81% | 70,559 | 0.61 |
| ☰ | SMAR - Smartsheet Inc | Reduce 9.81% | 356,995 | 1.93 |
| ☰ | SEMR - Semrush Hldgs Inc | Reduce 9.82% | 329,041 | 0.38 |
| ☰ | WIX - Wix.com Ltd. | Reduce 9.82% | 151,691 | 1.72 |
| ☰ | ROKU - Roku Inc. | Reduce 32.80% | 381,278 | 2.85 |
| ☰ | META - Meta Platforms Inc. | Reduce 34.49% | 329,799 | 7.93 |
| Q1 2023 | ||||
| ☰ | DIS - Walt Disney Co. | Reduce 3.62% | 27,045 | 0.34 |
| ☰ | META - Meta Platforms Inc. | Reduce 3.62% | 35,944 | 0.63 |
| ☰ | PYPL - PayPal Holdings Inc. | Reduce 3.62% | 27,028 | 0.28 |
| ☰ | UPWK - Upwork Inc. | Reduce 3.62% | 97,403 | 0.15 |
| ☰ | WIX - Wix.com Ltd. | Reduce 3.63% | 58,208 | 0.65 |
| ☰ | SMAR - Smartsheet Inc | Reduce 5.43% | 208,953 | 1.20 |
| ☰ | SEMR - Semrush Hldgs Inc | Reduce 5.58% | 198,005 | 0.23 |
| ☰ | ROKU - Roku Inc. | Reduce 30.71% | 515,248 | 3.05 |
| Q4 2022 | ||||
| ☰ | SEMR - Semrush Hldgs Inc | Reduce 0.99% | 35,639 | 0.05 |
| ☰ | DIS - Walt Disney Co. | Reduce 4.11% | 32,033 | 0.37 |
| ☰ | PYPL - PayPal Holdings Inc. | Reduce 4.11% | 31,959 | 0.33 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 4.13% | 24,610 | 0.29 |
| ☰ | UPWK - Upwork Inc. | Reduce 4.14% | 116,050 | 0.19 |
| ☰ | WIX - Wix.com Ltd. | Reduce 18.81% | 371,413 | 3.52 |
| ☰ | POSH - Poshmark Inc | Sell 100.00% | 4,984,927 | 9.47 |
| Q2 2022 | ||||
| ☰ | EBAY - eBay Inc. | Sell 100.00% | 1,292,392 | 7.13 |
| Q1 2022 | ||||
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 5.74% | 1,436 | 0.35 |
| Q4 2021 | ||||
| ☰ | UPWK - Upwork Inc. | Reduce 10.89% | 176,348 | 0.69 |
| ☰ | DIS - Walt Disney Co. | Reduce 11.89% | 92,492 | 1.37 |
| ☰ | EBAY - eBay Inc. | Reduce 27.80% | 461,008 | 2.80 |
| Q3 2021 | ||||
| ☰ | SMAR - Smartsheet Inc | Reduce 13.38% | 428,304 | 2.34 |
| ☰ | META - Meta Platforms Inc. | Reduce 14.94% | 101,045 | 2.65 |
| ☰ | UPWK - Upwork Inc. | Reduce 24.70% | 531,412 | 2.34 |
| ☰ | EBAY - eBay Inc. | Reduce 27.37% | 625,044 | 3.31 |
| ☰ | DESP - Despegar Com Corp | Sell 100.00% | 3,320,397 | 3.31 |
| Q2 2021 | ||||
| ☰ | META - Meta Platforms Inc. | Reduce 9.36% | 69,842 | 2.15 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 23.41% | 7,554 | 1.63 |
| ☰ | DESP - Despegar Com Corp | Reduce 28.43% | 1,319,037 | 1.88 |
| Q1 2021 | ||||
| ☰ | UPWK - Upwork Inc. | Reduce 3.00% | 56,674 | 0.26 |
| ☰ | WIX - Wix.com Ltd. | Reduce 14.88% | 74,444 | 2.44 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 31.76% | 15,022 | 3.44 |
| ☰ | ROKU - Roku Inc. | Sell 100.00% | 128,601 | 5.59 |
| Q4 2020 | ||||
| ☰ | UPWK - Upwork Inc. | Reduce 52.25% | 2,064,205 | 5.35 |
| ☰ | ROKU - Roku Inc. | Reduce 57.61% | 174,772 | 4.90 |
| ☰ | AVLR - Avalara Inc | Sell 100.00% | 293,390 | 5.55 |
| ☰ | AYX - Alteryx Inc | Sell 100.00% | 94,189 | 1.59 |
| Q3 2020 | ||||
| ☰ | META - Meta Platforms Inc. | Reduce 5.33% | 34,159 | 1.25 |
| ☰ | DESP - Despegar Com Corp | Reduce 8.03% | 368,843 | 0.43 |
| ☰ | ROKU - Roku Inc. | Reduce 11.40% | 39,028 | 0.74 |
| ☰ | SMAR - Smartsheet Inc | Reduce 45.57% | 745,050 | 6.13 |
| ☰ | AYX - Alteryx Inc | Reduce 55.75% | 118,669 | 3.15 |
| Q2 2020 | ||||
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 1.83% | 855 | 0.25 |
| ☰ | PYPL - PayPal Holdings Inc. | Reduce 1.83% | 4,630 | 0.11 |
| ☰ | DESP - Despegar Com Corp | Reduce 22.04% | 1,298,245 | 1.86 |
| ☰ | ROKU - Roku Inc. | Reduce 30.53% | 150,473 | 3.32 |
| ☰ | AYX - Alteryx Inc | Reduce 37.56% | 128,037 | 3.08 |
| ☰ | WIX - Wix.com Ltd. | Reduce 43.03% | 238,943 | 6.08 |
| ☰ | AVLR - Avalara Inc | Reduce 58.46% | 404,171 | 7.61 |
| Q1 2020 | ||||
| ☰ | AYX - Alteryx Inc | Reduce 28.67% | 137,011 | 2.70 |
| ☰ | PYPL - PayPal Holdings Inc. | Reduce 41.73% | 181,590 | 3.86 |
| ☰ | AVLR - Avalara Inc | Reduce 43.87% | 540,305 | 7.79 |
| ☰ | EBAY - eBay Inc. | Sell 100.00% | 934,115 | 6.64 |
| Q4 2019 | ||||
| ☰ | META - Meta Platforms Inc. | Reduce 9.10% | 44,865 | 1.88 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 71.72% | 26,230 | 7.50 |
| ☰ | CMPR - Cimpress N V | Sell 100.00% | 189,480 | 5.86 |
| Q3 2019 | ||||
| ☰ | AVLR - Avalara Inc | Reduce 13.25% | 144,858 | 2.34 |
| ☰ | CMPR - Cimpress N V | Reduce 32.77% | 92,373 | 1.88 |
| ☰ | ANSS - Ansys Inc | Sell 100.00% | 90,565 | 4.15 |
| ☰ | TTD - The Trade Desk Inc | Sell 100.00% | 74,957 | 3.82 |
| Q2 2019 | ||||
| ☰ | CMPR - Cimpress N V | Reduce 30.24% | 122,198 | 2.46 |
| ☰ | WIX - Wix.com Ltd. | Reduce 33.09% | 208,053 | 6.32 |
| ☰ | PYPL - PayPal Holdings Inc. | Reduce 37.59% | 189,303 | 4.94 |
| ☰ | TTD - The Trade Desk Inc | Reduce 51.79% | 80,508 | 4.00 |
| Q1 2019 | ||||
| ☰ | META - Meta Platforms Inc. | Reduce 23.95% | 153,703 | 5.60 |
| ☰ | ANSS - Ansys Inc | Reduce 41.98% | 65,079 | 2.59 |
| ☰ | TTD - The Trade Desk Inc | Reduce 53.96% | 182,181 | 5.88 |
| ☰ | DG - Dollar General | Sell 100.00% | 242,459 | 7.28 |
| ☰ | ROP - Roper Technologies Inc. | Sell 100.00% | 59,212 | 4.39 |
| ☰ | WK - Workiva Inc. | Sell 100.00% | 237,389 | 2.37 |
| Q4 2018 | ||||
| ☰ | DG - Dollar General | Reduce 38.69% | 152,974 | 3.92 |
| ☰ | ROP - Roper Technologies Inc. | Reduce 41.15% | 41,395 | 2.87 |
| ☰ | WK - Workiva Inc. | Reduce 68.41% | 514,092 | 4.75 |
| ☰ | SITE - SiteOne Landscape Supply Inc. | Sell 100.00% | 387,315 | 6.84 |
| Q3 2018 | ||||
| ☰ | ROP - Roper Technologies Inc. | Reduce 2.08% | 2,132 | 0.16 |
| ☰ | SITE - SiteOne Landscape Supply Inc. | Reduce 6.76% | 28,063 | 0.62 |
| ☰ | ANSS - Ansys Inc | Reduce 8.05% | 12,125 | 0.56 |
| ☰ | TTD - The Trade Desk Inc | Reduce 13.45% | 38,554 | 0.95 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 13.97% | 5,225 | 1.54 |
| ☰ | DG - Dollar General | Reduce 15.03% | 69,942 | 1.82 |
| Q2 2018 | ||||
| ☰ | META - Meta Platforms Inc. | Reduce 4.48% | 19,800 | 1.07 |
| ☰ | WK - Workiva Inc. | Reduce 30.42% | 305,341 | 2.45 |
| ☰ | EBAY - eBay Inc. | Reduce 61.16% | 553,839 | 7.54 |
| Q1 2018 | ||||
| ☰ | ROP - Roper Technologies Inc. | Reduce 9.55% | 7,833 | 0.73 |
| ☰ | WK - Workiva Inc. | Reduce 15.90% | 189,750 | 1.46 |
| ☰ | CMPR - Cimpress N V | Reduce 31.41% | 84,707 | 3.66 |
| ☰ | CHGG - Chegg Inc | Sell 100.00% | 1,800,400 | 10.60 |
| ☰ | YELP - Yelp Inc | Sell 100.00% | 436,934 | 6.61 |
| Q4 2017 | ||||
| ☰ | ANSS - Ansys Inc | Reduce 9.48% | 14,750 | 0.78 |
| ☰ | DSGX - Descartes Sys Group Inc | Sell 100.00% | 658,158 | 7.77 |
| Q3 2017 | ||||
| ☰ | ROP - Roper Technologies Inc. | Reduce 0.02% | 18 | 0.00 |
| ☰ | ANSS - Ansys Inc | Reduce 0.03% | 45 | 0.00 |
| ☰ | CMPR - Cimpress N V | Reduce 0.03% | 81 | 0.00 |
| ☰ | DG - Dollar General | Reduce 0.03% | 75 | 0.00 |
| ☰ | DSGX - Descartes Sys Group Inc | Reduce 0.03% | 182 | 0.00 |
| ☰ | GOOG - Alphabet Inc. CL C | Reduce 0.03% | 6 | 0.00 |
| ☰ | META - Meta Platforms Inc. | Reduce 0.03% | 72 | 0.01 |
| ☰ | YELP - Yelp Inc | Reduce 43.36% | 319,126 | 4.50 |
| ☰ | BAM.A - Brookfield Asset Mgmt Inc | Sell 100.00% | 520,454 | 9.58 |
| Q2 2017 | ||||
| ☰ | ROP - Roper Technologies Inc. | Reduce 13.24% | 11,948 | 1.40 |
| ☰ | DSGX - Descartes Sys Group Inc | Reduce 21.88% | 184,400 | 2.38 |
| Q1 2017 | ||||
| ☰ | BAM.A - Brookfield Asset Mgmt Inc | Reduce 0.83% | 4,372 | 0.13 |
| ☰ | ROP - Roper Technologies Inc. | Reduce 2.14% | 1,970 | 0.34 |