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  PayPal Holdings Inc. (PYPL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 5.93 SEC
2025   Q1 858,231 5.93 Reduce 34.04% 3.90 $65.25 $55,999,573 SEC
2024   Q4 1,301,183 11.45 Add 11.93% 1.22 $85.35 $111,055,969 SEC
2024   Q3 1,162,523 9.78 Reduce 2.88% 0.24 $78.03 $90,711,670 SEC
2024   Q2 1,197,048 8.28 Reduce 1.27% 0.12 $58.03 $69,464,695 SEC
2024   Q1 1,212,462 9.44 Reduce 1.32% 0.13 $66.99 $81,222,829 SEC
2023   Q4 1,228,720 9.70 Reduce 5.51% 0.55 $61.41 $75,455,695 SEC
2023   Q3 1,300,303 9.93 Add 100.55% 4.98 $58.46 $76,015,713 SEC
2023   Q2 648,363 5.73 Reduce 9.81% 0.61 $66.73 $43,265,263 SEC
2023   Q1 718,922 6.19 Reduce 3.62% 0.28 $75.94 $54,594,937 SEC
2022   Q4 745,950 7.72 Reduce 4.11% 0.33 $71.22 $53,126,559 SEC
2022   Q3 777,909 8.11 Add 5.18% 0.40 $86.07 $66,954,628 SEC
2022   Q2 739,616 6.45 Add 0.08% <0.01 $69.84 $51,655,000 SEC
2022   Q1 738,996 8.23 Add 29.37% 1.87 $115.65 $85,465,000 SEC
2021   Q4 571,209 9.19 Add 0.43% 0.04 $188.58 $107,719,000 SEC
2021   Q3 568,745 12.92 Add 3.62% 0.45 $260.21 $147,993,000 SEC
2021   Q2 548,880 12.06 Add 17.97% 1.84 $291.48 $159,988,000 SEC
2021   Q1 465,266 11.82 Add 81.57% 5.31 $242.84 $112,985,000 SEC
2020   Q4 256,241 7.85 Add 0.75% 0.06 $234.20 $60,012,000 SEC
2020   Q3 254,341 7.45 Add 2.17% 0.16 $197.03 $50,113,000 SEC
2020   Q2 248,927 7.01 Reduce 1.83% 0.11 $174.23 $43,371,000 SEC
2020   Q1 253,557 6.13 Reduce 41.73% 3.86 $95.74 $24,276,000 SEC
2019   Q4 435,147 9.26 Add 8.00% 0.69 $108.17 $47,070,000 SEC
2019   Q3 402,901 9.80 Add 28.21% 2.16 $103.59 $41,737,000 SEC
2019   Q2 314,249 8.04 Reduce 37.59% 4.94 $114.46 $35,969,000 SEC
2019   Q1 503,552 13.14 Add 5.36% 0.67 $103.84 $52,289,000 SEC
2018   Q4 477,944 11.17 Add 5.11% 0.54 $84.09 $40,190,000 SEC
2018   Q3 454,717 9.36 Add 5.23% 0.47 $87.84 $39,942,000 SEC
2018   Q2 432,105 9.50 Buy 9.50 $83.27 $35,981,000 SEC