Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q3 2022)
According to the SEC 13F filed on Nov 14, 2022, the Dorsey Asset Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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 Q3 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 - 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 | Type | Change Qty |
|---|---|---|---|
|
Q3 2022
|
DIS
Walt Disney Company (The)
|
Buy |
+941
|
|
Q3 2022
|
GOOG
Alphabet Inc.
|
Buy |
+538,602
|
|
Q3 2022
|
META
Meta Platforms, Inc.
|
Buy |
+962
|
|
Q3 2022
|
PYPL
PayPal Holdings, Inc.
|
Buy |
+940
|
|
Q3 2022
|
ROKU
Roku, Inc.
|
Buy |
+1,449
|
|
Q3 2022
|
SEMR
SEMrush Holdings, Inc.
|
Buy |
+4,384
|
|
Q3 2022
|
SMAR
Smartsheet Inc.
|
Buy |
+3,434
|
|
Q3 2022
|
UPWK
Upwork Inc.
|
Buy |
+2,664
|
|
Q3 2022
|
WIX
Wix
|
Buy |
+1,926
|