Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q1 2023)

As of Mar 31, 2023, the Dorsey Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2023. 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 2023, the filing reported:

New Buys - None reported

Increases - Alphabet Inc.

Reductions - Walt Disney Company (The), Meta Platforms, Inc., PayPal Holdings, Inc., Roku, Inc., SEMrush Holdings, Inc., and 3 more

Complete Exits - None reported

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 2023	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-69,856	-9.4%	$67.75M	676,613
Q1 2023	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+198,529	+34.8%	$80.02M	769,451
Q1 2023	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-92,838	-9.4%	$190.58M	899,204
Q1 2023	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell	-69,809	-9.4%	$51.35M	676,141
Q1 2023	ROKU Roku, Inc.	Roku, Inc.	Sell	-584,439	-34.8%	$71.96M	1,093,272
Q1 2023	SEMR SEMrush Holdings, Inc.	SEMrush Holdings, Inc.	Sell	-397,460	-11.2%	$31.67M	3,151,483
Q1 2023	SMAR Smartsheet Inc.	Smartsheet Inc.	Sell	-425,434	-11.1%	$163.53M	3,421,117
Q1 2023	UPWK Upwork Inc.	Upwork Inc.	Sell	-251,584	-9.4%	$27.59M	2,437,027
Q1 2023	WIX Wix	Wix	Sell	-150,169	-9.4%	$145.05M	1,453,409