Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q2 2020)

As of Jun 30, 2020, the Dorsey Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2020. 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 2020, the filing reported:

New Buys - Smartsheet Inc., Upwork Inc.

Increases - Meta Platforms, Inc.

Reductions - Alphabet Inc., PayPal Holdings, Inc., Roku, 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 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-855	-1.8%	$64.95K	45,948
Q2 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+35,394	+5.8%	$145.50K	640,771
Q2 2020	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell	-4,630	-1.8%	$43.37K	248,927
Q2 2020	ROKU Roku, Inc.	Roku, Inc.	Sell	-150,473	-30.5%	$39.90K	342,401
Q2 2020	SMAR Smartsheet Inc.	Smartsheet Inc.	Buy - Position Entry	+1,635,037	-	$83.26K	1,635,037
Q2 2020	UPWK Upwork Inc.	Upwork Inc.	Buy - Position Entry	+3,786,489	-	$54.68K	3,786,489
Q2 2020	WIX Wix	Wix	Sell	-238,943	-43.0%	$81.06K	316,348