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

According to the SEC 13F filed on Aug 14, 2026, the Dorsey Asset Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2019. 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