Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q1 2020)

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, 2020. 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 2020, the filing reported:

New Buys - None reported

Increases - Alphabet Inc., Meta Platforms, Inc., Roku, Inc., Wix

Reductions - PayPal Holdings, Inc.

Complete Exits - eBay 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 2020	EBAY eBay Inc.	eBay Inc.	Sell - Position Exit	-934,115	-100.0%	$0.00	-
Q1 2020	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+36,460	+352.5%	$54.42K	46,803
Q1 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+157,340	+35.1%	$100.98K	605,377
Q1 2020	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell	-181,590	-41.7%	$24.28K	253,557
Q1 2020	ROKU Roku, Inc.	Roku, Inc.	Buy	+129,386	+35.6%	$43.12K	492,874
Q1 2020	WIX Wix	Wix	Buy	+3,886	+0.7%	$55.98K	555,291