Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q2 2017)

As of Jun 30, 2017, the Dorsey Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 Q2 2017, the filing reported:

New Buys - Yelp Inc.

Increases - Meta Platforms, Inc.

Reductions - The Descartes Systems Group Inc, Roper Technologies, Inc.

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
Q2 2017	DSGX The Descartes Systems Group Inc	The Descartes Systems Group Inc	Sell	-184,400	-21.9%	$15.99K	658,340
Q2 2017	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+35,600	+15.6%	$39.88K	264,159
Q2 2017	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Sell	-11,948	-13.2%	$18.13K	78,305
Q2 2017	YELP Yelp Inc.	Yelp Inc.	Buy - Position Entry	+736,000	-	$22.09K	736,000