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

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, 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