Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q1 2019)

According to the SEC 13F filed on Aug 14, 2026, the Dorsey Asset Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2019. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2019, the filing reported:

New Buys - None reported

Increases - eBay Inc., Alphabet Inc., PayPal Holdings, Inc., Wix

Reductions - ANSYS, Inc., Meta Platforms, Inc., The Trade Desk, Inc.

Complete Exits - Dollar General Corporation, Roper Technologies, Inc., Workiva Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2019	ANSS ANSYS, Inc.	ANSYS, Inc.	Sell	-65,079	-42.0%	$16.43K	89,927
Q1 2019	DG Dollar General Corporation	Dollar General Corporation	Sell - Position Exit	-242,459	-100.0%	$0.00	-
Q1 2019	EBAY eBay Inc.	eBay Inc.	Buy	+442,342	+106.9%	$31.80K	856,313
Q1 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+1,846	+5.4%	$42.47K	36,194
Q1 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-153,703	-24.0%	$81.34K	487,971
Q1 2019	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy	+25,608	+5.4%	$52.29K	503,552
Q1 2019	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Sell - Position Exit	-59,212	-100.0%	$0.00	-
Q1 2019	TTD The Trade Desk, Inc.	The Trade Desk, Inc.	Sell	-182,181	-54.0%	$30.77K	155,465
Q1 2019	WIX Wix	Wix	Buy	+31,219	+5.2%	$75.98K	628,814
Q1 2019	WK Workiva Inc.	Workiva Inc.	Sell - Position Exit	-237,389	-100.0%	$0.00	-