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

According to the SEC 13F filed on May 15, 2023, the Dorsey Asset Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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