Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q3 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 Sep 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 Q3 2019, the filing reported:

New Buys - None reported

Increases - eBay Inc., Alphabet Inc., Meta Platforms, Inc., PayPal Holdings, Inc., Wix

Reductions - None reported

Complete Exits - ANSYS, Inc., The Trade Desk, Inc.

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
Q3 2019	ANSS ANSYS, Inc.	ANSYS, Inc.	Sell - Position Exit	-90,565	-100.0%	$0.00	-
Q3 2019	EBAY eBay Inc.	eBay Inc.	Buy	+2,724	+0.3%	$33.72K	864,932
Q3 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+115	+0.3%	$44.58K	36,573
Q3 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+1,551	+0.3%	$87.78K	492,902
Q3 2019	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy	+88,652	+28.2%	$41.74K	402,901
Q3 2019	TTD The Trade Desk, Inc.	The Trade Desk, Inc.	Sell - Position Exit	-74,957	-100.0%	$0.00	-
Q3 2019	WIX Wix	Wix	Buy	+89,778	+21.3%	$59.60K	510,539