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
Holding/activity history for  Alphabet Inc. CL C (GOOG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 5.92 SEC
2025   Q4 216,906 5.92 Reduce 49.48% 4.65 $313.80 $68,065,103 SEC
2025   Q3 429,318 9.40 Reduce 35.15% 3.70 $243.55 $104,560,399 SEC
2025   Q2 661,990 10.53 Add 3.64% 0.37 $177.39 $117,430,406 SEC
2025   Q1 638,751 10.58 Reduce 0.07% <0.01 $156.23 $99,792,069 SEC
2024   Q4 639,218 12.55 Add 41.54% 3.68 $190.44 $121,732,676 SEC
2024   Q3 451,618 8.14 Reduce 2.93% 0.30 $167.19 $75,506,013 SEC
2024   Q2 465,268 10.17 Reduce 45.02% 6.74 $183.42 $85,339,457 SEC
2024   Q1 846,297 14.98 Reduce 1.32% 0.21 $152.26 $128,857,181 SEC
2023   Q4 857,647 15.54 Reduce 5.50% 0.86 $140.93 $120,868,192 SEC
2023   Q3 907,610 15.63 Add 22.96% 2.92 $131.85 $119,668,379 SEC
2023   Q2 738,119 11.82 Reduce 9.78% 0.94 $120.97 $89,290,255 SEC
2023   Q1 818,148 9.65 Add 43.30% 2.92 $104.00 $85,087,392 SEC
2022   Q4 570,922 7.36 Reduce 4.13% 0.29 $88.73 $50,657,909 SEC
2022   Q3 595,532 6.94 Add 2,003.09% 6.61 $96.15 $57,260,402 SEC
2022   Q2 28,317 7.73 Add 20.08% 1.29 $2,187.45 $61,942,000 SEC
2022   Q1 23,582 6.34 Reduce 5.74% 0.35 $2,792.98 $65,864,000 SEC
2021   Q4 25,018 6.18 Add 0.44% 0.03 $2,893.60 $72,392,000 SEC
2021   Q3 24,909 5.80 Add 0.78% 0.04 $2,665.30 $66,390,000 SEC
2021   Q2 24,717 4.67 Reduce 23.41% 1.63 $2,506.33 $61,949,000 SEC
2021   Q1 32,271 6.98 Reduce 31.76% 3.44 $2,068.64 $66,757,000 SEC
2020   Q4 47,293 10.84 Add 0.74% 0.08 $1,751.89 $82,852,000 SEC
2020   Q3 46,947 10.25 Add 2.17% 0.22 $1,469.59 $68,993,000 SEC
2020   Q2 45,948 10.50 Reduce 1.83% 0.25 $1,413.62 $64,953,000 SEC
2020   Q1 46,803 13.74 Add 352.51% 10.70 $1,162.81 $54,423,000 SEC
2019   Q4 10,343 2.72 Reduce 71.72% 7.50 $1,337.04 $13,829,000 SEC
2019   Q3 36,573 10.46 Add 0.32% 0.03 $1,218.99 $44,582,000 SEC
2019   Q2 36,458 8.81 Add 0.73% 0.06 $1,080.92 $39,408,000 SEC
2019   Q1 36,194 10.67 Add 5.37% 0.54 $1,173.32 $42,467,000 SEC
2018   Q4 34,348 9.89 Add 6.72% 0.62 $1,035.61 $35,571,000 SEC
2018   Q3 32,186 9.00 Reduce 13.97% 1.54 $1,193.47 $38,413,000 SEC
2018   Q2 37,411 11.02 Add 26.68% 2.32 $1,115.66 $41,738,000 SEC
2018   Q1 29,531 10.31 Add 22.21% 1.87 $1,031.80 $30,470,000 SEC
2017   Q4 24,165 9.12 Add 4.81% 0.42 $1,046.39 $25,286,000 SEC
2017   Q3 23,055 9.59 Reduce 0.03% <0.01 $959.10 $22,112,000 SEC
2017   Q2 23,061 9.83 $908.72 $20,956,000 SEC
2017   Q1 23,061 10.82 Buy 10.82 $829.54 $19,130,000 SEC