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

As of Mar 31, 2020, the Dorsey Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 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