Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q2 2019)

As of Jun 30, 2019, 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 2019, the filing reported:

New Buys - None reported

Increases - ANSYS, Inc., eBay Inc., Alphabet Inc., Meta Platforms, Inc.

Reductions - PayPal Holdings, Inc., The Trade Desk, Inc., Wix

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 2019	ANSS ANSYS, Inc.	ANSYS, Inc.	Buy	+638	+0.7%	$18.55K	90,565
Q2 2019	EBAY eBay Inc.	eBay Inc.	Buy	+5,895	+0.7%	$34.06K	862,208
Q2 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+264	+0.7%	$39.41K	36,458
Q2 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+3,380	+0.7%	$94.83K	491,351
Q2 2019	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell	-189,303	-37.6%	$35.97K	314,249
Q2 2019	TTD The Trade Desk, Inc.	The Trade Desk, Inc.	Sell	-80,508	-51.8%	$17.07K	74,957
Q2 2019	WIX Wix	Wix	Sell	-208,053	-33.1%	$59.79K	420,761