Pat Dorsey - Dorsey Asset Management 13F Activity & Position Changes (Q3 2022)

As of Sep 30, 2022, the Dorsey Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 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	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2022	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+941	+0.1%	$69.91K	741,105
Q3 2022	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+538,602	+1902.0%	$54.51K	566,919
Q3 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+962	+0.1%	$102.78K	757,556
Q3 2022	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy	+940	+0.1%	$63.74K	740,556
Q3 2022	ROKU Roku, Inc.	Roku, Inc.	Buy	+1,449	+0.1%	$80.26K	1,423,046
Q3 2022	SEMR SEMrush Holdings, Inc.	SEMrush Holdings, Inc.	Buy	+4,384	+0.1%	$38.70K	3,452,605
Q3 2022	SMAR Smartsheet Inc.	Smartsheet Inc.	Buy	+3,434	+0.1%	$118.25K	3,441,486
Q3 2022	UPWK Upwork Inc.	Upwork Inc.	Buy	+2,664	+0.1%	$36.36K	2,669,800
Q3 2022	WIX Wix	Wix	Buy	+1,926	+0.1%	$147.08K	1,880,107