Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q2 2022)
As of Jun 30, 2022, the Dorsey Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 15, 2022. 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 2022, the filing reported:
New Buys - None reported
Increases - Walt Disney Company (The), Alphabet Inc., Meta Platforms, Inc., PayPal Holdings, Inc., Roku, Inc., and 4 more
Reductions - None reported
Complete Exits - eBay Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2022
|
DIS
Walt Disney Company (The)
|
Buy |
+554
|
|
Q2 2022
|
EBAY
eBay Inc.
|
Sell - Position Exit |
-1,292,392
|
|
Q2 2022
|
GOOG
Alphabet Inc.
|
Buy |
+4,735
|
|
Q2 2022
|
META
Meta Platforms, Inc.
|
Buy |
+637
|
|
Q2 2022
|
PYPL
PayPal Holdings, Inc.
|
Buy |
+620
|
|
Q2 2022
|
ROKU
Roku, Inc.
|
Buy |
+744,382
|
|
Q2 2022
|
SEMR
SEMrush Holdings, Inc.
|
Buy |
+2,860
|
|
Q2 2022
|
SMAR
Smartsheet Inc.
|
Buy |
+428,899
|
|
Q2 2022
|
UPWK
Upwork Inc.
|
Buy |
+1,109,027
|
|
Q2 2022
|
WIX
Wix
|
Buy |
+312,134
|